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SigFig Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

SigFig Wealth 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 		$15.1M Buy
523,931
+976
+0.2% +$27.3K 0.4% 24
2026
Q1 		$13.1M Buy
522,955
+7,582
+1% +$199K 0.38% 26
2025
Q4 		$13.7M Sell
515,373
-13,251
-3% -$345K 0.41% 30
2025
Q3 		$13.5M Sell
528,624
-56,191
-10% -$1.39M 0.42% 28
2025
Q2 		$13.9M Buy
584,815
+15,904
+3% +$350K 0.46% 29
2025
Q1 		$8.83M Buy
568,911
+40,553
+8% +$923K 0.32% 36
2024
Q4 		$8.86M Sell
528,358
-25,196
-5% -$575K 0.32% 38
2024
Q3 		$8.95M Sell
553,554
-6,219
-1% -$133K 0.32% 36
2024
Q2 		$9.23M Buy
559,773
+19,614
+4% +$397K 0.35% 35
2024
Q1 		$9.2M Sell
540,159
-34,977
-6% -$677K 0.34% 36
2023
Q4 		$9.73M Buy
575,136
+1,824
+0.3% +$31.5K 0.37% 35
2023
Q3 		$9.83M Sell
573,312
-71,931
-11% -$1.24M 0.39% 35
2023
Q2 		$11.2M Sell
645,243
-8,931
-1% -$146K 0.44% 31
2023
Q1 		$11.3M Buy
654,174
+14,664
+2% +$229K 0.62% 23
2022
Q4 		$11.3M Sell
639,510
-9,810
-2% -$147K 0.56% 25
2022
Q3 		$12M Sell
649,320
-55,344
-8% -$861K 0.63% 24
2022
Q2 		$12.4M Sell
704,664
-60,609
-8% -$973K 0.64% 25
2022
Q1 		$13.6M Buy
765,273
+33,345
+5% +$585K 0.65% 22
2021
Q4 		$12.9M Sell
731,928
-11,112
-1% -$204K 0.61% 23
2021
Q3 		$12.8M Sell
743,040
-25,494
-3% -$453K 0.64% 22
2021
Q2 		$13.3M Buy
768,534
+45,840
+6% +$776K 0.7% 19
2021
Q1 		$11.6M Buy
722,694
+34,554
+5% +$545K 0.71% 20
2020
Q4 		$10.4M Buy
688,140
+68,148
+11% +$971K 0.75% 19
2020
Q3 		$8.13M Buy
619,992
+53,040
+9% +$697K 0.74% 20
2020
Q2 		$6.9M Sell
566,952
-12,180
-2% -$140K 0.74% 20
2020
Q1 		$5.83M Sell
579,132
-57,210
-9% -$692K 0.79% 20
2019
Q4 		$8.15M Sell
636,342
-6,324
-1% -$77.6K 1% 19
2019
Q3 		$7.61M Buy
642,666
+12,072
+2% +$143K 1.08% 19
2019
Q2 		$7.41M Buy
630,594
+13,674
+2% +$158K 1.15% 22
2019
Q1 		$7M Sell
616,920
-21,510
-3% -$235K 1.24% 22
2018
Q4 		$6.32M Buy
638,430
+10,944
+2% +$118K 1.35% 22
2018
Q3 		$7.36M Sell
627,486
-23,760
-4% -$274K 1.52% 21
2018
Q2 		$7.16M Sell
651,246
-34,590
-5% -$378K 1.84% 21
2018
Q1 		$7.29M Sell
685,836
-60,126
-8% -$661K 4.25% 9
2017
Q4 		$8.05M Buy
745,962
+68,976
+10% +$723K 3.85% 10
2017
Q3 		$6.87M Sell
676,986
-12,648
-2% -$126K 4.6% 10
2017
Q2 		$6.72M Buy
689,634
+9,204
+1% +$88.9K 4.95% 9
2017
Q1 		$6.47M Buy
680,430
+18,258
+3% +$171K 5.15% 9
2016
Q4 		$6.02M Buy
+662,172
New +$5.83M 5.16% 9

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

SigFig Wealth Management's SCHB Position: Q2 2026 in Review

SigFig Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.19% in Q2 2026, buying an estimated $27.3K and bringing the position to 523,931 shares worth $15.1M. The position accounts for 0.4% of the portfolio, ranked #24.

SigFig Wealth Management first reported a position in SCHB in Q4 2016 and has held it in 39 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SigFig Wealth Management held 523,931 shares of Schwab US Broad Market ETF worth $15.1M as of Q2 2026.
  • SigFig Wealth Management bought 976 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.3K.
  • Schwab US Broad Market ETF made up 0.4% of SigFig Wealth Management's portfolio in Q2 2026, its #24 holding.
  • SigFig Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.