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Savvy Advisors Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Savvy Advisors Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.4M Sell
220,998
-1,659
-0.7% -$46.4K 0.14% 127
2026
Q1 		$5.59M Sell
222,657
-4,753
-2% -$125K 0.15% 112
2025
Q4 		$5.96M Sell
227,410
-6,281
-3% -$164K 0.19% 90
2025
Q3 		$6.01M Buy
233,691
+8,281
+4% +$205K 0.28% 68
2025
Q2 		$5.37M Buy
225,410
+203,096
+910% +$4.47M 0.36% 50
2025
Q1 		$480K Sell
22,314
-2,699
-11% -$61.4K 0.05% 296
2024
Q4 		$568K Sell
25,013
-5,014
-17% -$115K 0.07% 231
2024
Q3 		$666K Buy
30,027
+1,767
+6% +$37.7K 0.14% 153
2024
Q2 		$592K Sell
28,260
-63
-0.2% -$1.28K 0.19% 121
2024
Q1 		$576K Hold
28,323
– – 0.33% 79
2023
Q4 		$526K Buy
+28,323
New +$489K 0.51% 53

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Savvy Advisors Inc's SCHB Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 0.75% in Q2 2026, selling an estimated $46.4K and leaving 220,998 shares worth $6.4M. The position accounts for 0.14% of the portfolio, ranked #127.

Savvy Advisors Inc first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Savvy Advisors Inc held 220,998 shares of Schwab US Broad Market ETF worth $6.4M as of Q2 2026.
  • Savvy Advisors Inc sold 1,659 Schwab US Broad Market ETF shares in Q2 2026, an estimated $46.4K.
  • Schwab US Broad Market ETF made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #127 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.