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Secure Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Secure Asset Management’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 		$242K Sell
8,357
-288
-3% -$8.06K 0.03% 288
2026
Q1 		$217K Sell
8,645
-651
-7% -$17.1K 0.03% 300
2025
Q4 		$244K Sell
9,296
-513
-5% -$13.4K 0.04% 297
2025
Q3 		$253K Sell
9,809
-356
-4% -$8.81K 0.04% 271
2025
Q2 		$242K Buy
+10,165
New +$224K 0.04% 277

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

Secure Asset Management's SCHB Position: Q2 2026 in Review

Secure Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3.3% in Q2 2026, selling an estimated $8.06K and leaving 8,357 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #288.

Secure Asset Management first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Secure Asset Management held 8,357 shares of Schwab US Broad Market ETF worth $242K as of Q2 2026.
  • Secure Asset Management sold 288 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.06K.
  • Schwab US Broad Market ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #288 holding.
  • Secure Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Secure Asset Management's Schwab US Broad Market ETF position peaked at $253K in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.