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

Shepherd Financial Partners’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 		$526K Buy
18,148
+48
+0.3% +$1.34K 0.04% 163
2026
Q1 		$454K Buy
18,100
+51
+0.3% +$1.34K 0.04% 164
2025
Q4 		$473K Buy
18,049
+56
+0.3% +$1.46K 0.04% 161
2025
Q3 		$463K Buy
17,993
+52
+0.3% +$1.29K 0.04% 160
2025
Q2 		$428K Buy
17,941
+53
+0.3% +$1.17K 0.05% 166
2025
Q1 		$385K Buy
17,888
+54
+0.3% +$1.23K 0.05% 170
2024
Q4 		$405K Buy
17,834
+62
+0.3% +$1.42K 0.05% 156
2024
Q3 		$394K Buy
17,772
+114
+0.6% +$2.43K 0.05% 163
2024
Q2 		$370K Sell
17,658
-78
-0.4% -$1.58K 0.05% 166
2024
Q1 		$361K Buy
17,736
+54
+0.3% +$1.04K 0.05% 168
2023
Q4 		$328K Buy
17,682
+60
+0.3% +$1.04K 0.05% 172
2023
Q3 		$293K Buy
17,622
+69
+0.4% +$1.19K 0.05% 163
2023
Q2 		$303K Buy
17,553
+63
+0.4% +$1.03K 0.05% 159
2023
Q1 		$279K Hold
17,490
– – 0.05% 156
2022
Q4 		$261K Hold
17,490
– – 0.05% 156
2022
Q3 		$245K Hold
17,490
– – 0.05% 146
2022
Q2 		$258K Hold
17,490
– – 0.05% 146
2022
Q1 		$312K Hold
17,490
– – 0.06% 137
2021
Q4 		$330K Hold
17,490
– – 0.06% 131
2021
Q3 		$303K Hold
17,490
– – 0.06% 132
2021
Q2 		$304K Sell
17,490
-54
-0.3% -$914 0.06% 129
2021
Q1 		$283K Sell
17,544
-18
-0.1% -$284 0.06% 125
2020
Q4 		$266K Hold
17,562
– – 0.06% 122
2020
Q3 		$233K Buy
17,562
+144
+0.8% +$1.89K 0.05% 120
2020
Q2 		$213K Buy
+17,418
New +$201K 0.06% 119
2020
Q1 		– Sell
-17,574
Closed -$225K – 135
2019
Q4 		$225K Buy
17,574
+174
+1% +$2.13K 0.05% 120
2019
Q3 		$206K Sell
17,400
-6
-0% -$71 0.05% 124
2019
Q2 		$205K Buy
+17,406
New +$201K 0.04% 126

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

Shepherd Financial Partners's SCHB Position: Q2 2026 in Review

Shepherd Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $1.34K and bringing the position to 18,148 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #163.

Shepherd Financial Partners first reported a position in SCHB in Q2 2019 and has held it in 28 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Shepherd Financial Partners held 18,148 shares of Schwab US Broad Market ETF worth $526K as of Q2 2026.
  • Shepherd Financial Partners bought 48 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.34K.
  • Schwab US Broad Market ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #163 holding.
  • Shepherd Financial Partners first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.