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Schaeffer Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Schaeffer Financial’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 		$26.2M Buy
904,868
+2,491
+0.3% +$69.7K 20.27% 2
2026
Q1 		$22.6M Buy
902,377
+20,451
+2% +$537K 19.06% 2
2025
Q4 		$23.1M Buy
881,926
+3,618
+0.4% +$94.2K 20.19% 2
2025
Q3 		$22.6M Buy
878,308
+19,421
+2% +$481K 20.47% 1
2025
Q2 		$20.5M Buy
858,887
+16,314
+2% +$359K 19.99% 1
2025
Q1 		$18.1M Sell
842,573
-16,539
-2% -$376K 20.02% 2
2024
Q4 		$19.5M Buy
859,112
+4,490
+0.5% +$103K 19.45% 1
2024
Q3 		$18.9M Buy
854,622
+6,969
+0.8% +$149K 19.25% 1
2024
Q2 		$17.8M Sell
847,653
-11,670
-1% -$236K 19.28% 1
2024
Q1 		$17.5M Sell
859,323
-240
-0% -$4.64K 17.41% 2
2023
Q4 		$16M Buy
+859,563
New +$14.8M 16.89% 2
2022
Q3 		$10.2M Buy
726,210
+21,528
+3% +$335K 18.9% 1
2022
Q2 		$10.4M Sell
704,682
-648
-0.1% -$10.4K 16.84% 2
2022
Q1 		$12.6M Sell
705,330
-45,168
-6% -$793K 16.94% 2
2021
Q4 		$14.1M Buy
+750,498
New +$13.8M 17.89% 2

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

Schaeffer Financial's SCHB Position: Q2 2026 in Review

Schaeffer Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, buying an estimated $69.7K and bringing the position to 904,868 shares worth $26.2M. The position accounts for 20.27% of the portfolio, ranked #2.

Schaeffer Financial first reported a position in SCHB in Q4 2021 and has held it in 15 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Schaeffer Financial held 904,868 shares of Schwab US Broad Market ETF worth $26.2M as of Q2 2026.
  • Schaeffer Financial bought 2,491 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.7K.
  • Schwab US Broad Market ETF made up 20.27% of Schaeffer Financial's portfolio in Q2 2026, its #2 holding.
  • Schaeffer Financial first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.