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Sightline Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sightline Wealth 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 		$837K Buy
28,886
+1,797
+7% +$50.3K 0.31% 43
2026
Q1 		$680K Buy
27,089
+186
+0.7% +$4.88K 0.29% 46
2025
Q4 		$706K Buy
26,903
+215
+0.8% +$5.6K 0.3% 49
2025
Q3 		$686K Buy
26,688
+2,630
+11% +$65.1K 0.31% 48
2025
Q2 		$573K Buy
24,058
+214
+0.9% +$4.71K 0.28% 47
2025
Q1 		$513K Sell
23,844
-365
-2% -$8.3K 0.27% 48
2024
Q4 		$550K Buy
24,209
+200
+0.8% +$4.57K 0.3% 48
2024
Q3 		$532K Buy
24,009
+303
+1% +$6.47K 0.29% 45
2024
Q2 		$497K Sell
23,706
-192
-0.8% -$3.89K 0.31% 48
2024
Q1 		$486K Buy
23,898
+267
+1% +$5.17K 0.32% 49
2023
Q4 		$439K Buy
23,631
+312
+1% +$5.39K 0.33% 45
2023
Q3 		$387K Buy
23,319
+507
+2% +$8.78K 0.36% 46
2023
Q2 		$364K Sell
22,812
-3,306
-13% -$53.9K 0.36% 42
2023
Q1 		$417K Buy
26,118
+543
+2% +$8.49K 0.43% 39
2022
Q4 		$382K Buy
25,575
+21
+0.1% +$316 0.41% 41
2022
Q3 		$367K Buy
25,554
+261
+1% +$4.06K 0.43% 38
2022
Q2 		$371K Sell
25,293
-3
-0% -$48 0.36% 39
2022
Q1 		$450K Buy
25,296
+240
+1% +$4.21K 0.37% 39
2021
Q4 		$474K Buy
25,056
+96
+0.4% +$1.77K 0.42% 32
2021
Q3 		$432K Buy
24,960
+18
+0.1% +$320 0.36% 36
2021
Q2 		$433K Buy
24,942
+270
+1% +$4.57K 0.36% 39
2021
Q1 		$398K Buy
24,672
+42
+0.2% +$662 0.37% 39
2020
Q4 		$374K Buy
+24,630
New +$351K 0.37% 39

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

Sightline Wealth Advisors's SCHB Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q2 2026, buying an estimated $50.3K and bringing the position to 28,886 shares worth $837K. The position accounts for 0.31% of the portfolio, ranked #43.

Sightline Wealth Advisors first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sightline Wealth Advisors held 28,886 shares of Schwab US Broad Market ETF worth $837K as of Q2 2026.
  • Sightline Wealth Advisors bought 1,797 Schwab US Broad Market ETF shares in Q2 2026, an estimated $50.3K.
  • Schwab US Broad Market ETF made up 0.31% of Sightline Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Sightline Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.