Sensible Money’s Schwab US Broad Market ETF SCHB Stock Holding History

Sensible Money’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	$250K	Buy	8,641 +5	+0.1%	+$140	0.07%	89
2026 Q1	$217K	Buy	8,636 +306	+4%	+$8.03K	0.07%	82
2025 Q4	$218K	Buy	8,330 +7	+0.1%	+$182	0.07%	80
2025 Q3	$214K	Buy	+8,323	New	+$206K	0.07%	85
2024 Q1	–	Sell	-12,336	Closed	-$229K	–	84
2023 Q4	$229K	Buy	12,336 +9	+0.1%	+$155	0.14%	65
2023 Q3	$205K	Sell	12,327 -1,512	-11%	-$26.2K	0.14%	67
2023 Q2	$238K	Buy	13,839 +3	+0%	+$49	0.17%	61
2023 Q1	$221K	Sell	13,836 -84	-0.6%	-$1.31K	0.19%	65
2022 Q4	$208K	Buy	+13,920	New	+$209K	0.22%	69

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Sensible Money's SCHB Position: Q2 2026 in Review

Sensible Money increased its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q2 2026, buying an estimated $140 and bringing the position to 8,641 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #89.

Sensible Money first reported a position in SCHB in Q4 2022 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Sensible Money held 8,641 shares of Schwab US Broad Market ETF worth $250K as of Q2 2026.
Sensible Money bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
Schwab US Broad Market ETF made up 0.07% of Sensible Money's portfolio in Q2 2026, its #89 holding.
Sensible Money first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.