SW
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Simplicity Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Simplicity Wealth’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 		$2.72M Buy
+93,798
New +$2.63M 0.09% 214
2025
Q1 		– Sell
-11,801
Closed -$268K – 599
2024
Q4 		$268K Sell
11,801
-2,086
-15% -$47.6K 0.06% 256
2024
Q3 		$308K Sell
13,887
-2,577
-16% -$55K 0.03% 384
2024
Q2 		$345K Sell
16,464
-7,044
-30% -$143K 0.01% 904
2024
Q1 		$478K Buy
+23,508
New +$455K 0.01% 757

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

Simplicity Wealth's SCHB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 93,798 shares worth $2.72M. The stake represents 0.09% of the portfolio and ranks #214 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SCHB as recently as Q4 2024.

Simplicity Wealth first reported a position in SCHB in Q1 2024 and has held it in 5 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Simplicity Wealth held 93,798 shares of Schwab US Broad Market ETF worth $2.72M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Simplicity Wealth position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #214 holding.
  • Simplicity Wealth first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.