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Sax Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sax Wealth Advisors’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 		$7.21M Buy
+287,299
New +$8.04M 0.29% 67

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sax Wealth Advisors's SCHB Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 287,299 shares worth $7.21M. The stake represents 0.29% of the portfolio and ranks #67 among its holdings.

370 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sax Wealth Advisors held 287,299 shares of Schwab US Broad Market ETF worth $7.21M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.29% of Sax Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • 370 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.