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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
Q3 		$26.5M Buy
905,716
+848
+0.1% +$24.9K 20.26% 2
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Schaeffer Financial's SCHB Position: Q3 2026 in Review

Schaeffer Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.09% in Q3 2026, buying an estimated $24.9K and bringing the position to 905,716 shares worth $26.5M. The position accounts for 20.26% of the portfolio, ranked #2.

Schaeffer Financial first reported a position in SCHB in Q4 2021 and has held it in 16 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Schaeffer Financial held 905,716 shares of Schwab US Broad Market ETF worth $26.5M as of Q3 2026.
  • Schaeffer Financial bought 848 Schwab US Broad Market ETF shares in Q3 2026, an estimated $24.9K.
  • Schwab US Broad Market ETF made up 20.26% of Schaeffer Financial's portfolio in Q3 2026, its #2 holding.
  • Schaeffer Financial first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.