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

Sequoia Financial 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 		$12.4M Sell
427,052
-12,021
-3% -$337K 0.06% 194
2026
Q1 		$11M Sell
439,073
-30,066
-6% -$789K 0.06% 195
2025
Q4 		$12.3M Sell
469,139
-28,446
-6% -$741K 0.07% 184
2025
Q3 		$12.8M Sell
497,585
-18,305
-4% -$453K 0.08% 168
2025
Q2 		$12.3M Sell
515,890
-21,625
-4% -$476K 0.08% 168
2025
Q1 		$11.6M Buy
537,515
+7,361
+1% +$167K 0.09% 175
2024
Q4 		$12M Buy
530,154
+1,383
+0.3% +$31.6K 0.12% 158
2024
Q3 		$11.7M Buy
528,771
+71,802
+16% +$1.53M 0.13% 140
2024
Q2 		$9.58M Sell
456,969
-8,361
-2% -$169K 0.12% 135
2024
Q1 		$9.47M Buy
465,330
+17,403
+4% +$337K 0.12% 142
2023
Q4 		$8.31M Buy
447,927
+4,149
+0.9% +$71.7K 0.1% 164
2023
Q3 		$7.37M Sell
443,778
-2,589
-0.6% -$44.8K 0.13% 120
2023
Q2 		$7.69M Sell
446,367
-36,915
-8% -$602K 0.13% 124
2023
Q1 		$7.71M Sell
483,282
-33,603
-7% -$525K 0.17% 113
2022
Q4 		$7.72M Sell
516,885
-5,169
-1% -$77.7K 0.19% 105
2022
Q3 		$7.31M Sell
522,054
-25,311
-5% -$394K 0.23% 88
2022
Q2 		$8.06M Sell
547,365
-31,983
-6% -$513K 0.23% 84
2022
Q1 		$10.3M Buy
579,348
+11,640
+2% +$204K 0.26% 77
2021
Q4 		$10.7M Buy
567,708
+489,396
+625% +$9M 0.29% 70
2021
Q3 		$1.36M Sell
78,312
-396,936
-84% -$7.06M 0.14% 90
2021
Q2 		$8.26M Buy
475,248
+2,850
+0.6% +$48.2K 0.3% 60
2021
Q1 		$7.61M Buy
472,398
+6,546
+1% +$103K 0.32% 49
2020
Q4 		$7.07M Buy
465,852
+12,618
+3% +$180K 0.32% 49
2020
Q3 		$6.02M Buy
453,234
+61,476
+16% +$808K 0.32% 51
2020
Q2 		$4.8M Buy
391,758
+102,402
+35% +$1.18M 0.28% 51
2020
Q1 		$2.91M Buy
289,356
+86,592
+43% +$1.05M 0.22% 59
2019
Q4 		$2.6M Buy
202,764
+58,356
+40% +$716K 0.17% 79
2019
Q3 		$1.71M Buy
144,408
+49,854
+53% +$589K 0.12% 97
2019
Q2 		$1.11M Buy
94,554
+69,690
+280% +$805K 0.08% 120
2019
Q1 		$282K Buy
+24,864
New +$271K 0.02% 276

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 $103B AUM 28.65% 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

Sequoia Financial Advisors's SCHB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.7% in Q2 2026, selling an estimated $337K and leaving 427,052 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #194.

Sequoia Financial Advisors first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.8M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sequoia Financial Advisors held 427,052 shares of Schwab US Broad Market ETF worth $12.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 12,021 Schwab US Broad Market ETF shares in Q2 2026, an estimated $337K.
  • Schwab US Broad Market ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Sequoia Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Sequoia Financial Advisors's Schwab US Broad Market ETF position peaked at $12.8M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.