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SJS Investment Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

SJS Investment Consulting’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 		$254K Hold
8,766
– – 0.03% 140
2026
Q1 		$220K Buy
8,766
+6
+0.1% +$157 0.03% 143
2025
Q4 		$230K Hold
8,760
– – 0.03% 130
2025
Q3 		$225K Sell
8,760
-250
-3% -$6.19K 0.03% 123
2025
Q2 		$215K Hold
9,010
– – 0.03% 93
2025
Q1 		$194K Hold
9,010
– – 0.03% 97
2024
Q4 		$205K Sell
9,010
-191
-2% -$4.36K 0.04% 92
2024
Q3 		$204K Buy
9,201
+936
+11% +$20K 0.04% 99
2024
Q2 		$173K Hold
8,265
– – 0.03% 95
2024
Q1 		$168K Hold
8,265
– – 0.03% 96
2023
Q4 		$153K Hold
8,265
– – 0.03% 93
2023
Q3 		$137K Hold
8,265
– – 0.03% 90
2023
Q2 		$142K Sell
8,265
-714
-8% -$11.6K 0.04% 90
2023
Q1 		$143K Sell
8,979
-573
-6% -$8.96K 0.04% 89
2022
Q4 		$143K Buy
9,552
+672
+8% +$10.1K 0.04% 93
2022
Q3 		$124K Buy
+8,880
New +$138K 0.04% 104
2022
Q1 		$110K Sell
6,162
-588
-9% -$10.3K 0.03% 128
2021
Q4 		$127K Buy
+6,750
New +$124K 0.04% 118

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

SJS Investment Consulting's SCHB Position: Q2 2026 in Review

SJS Investment Consulting held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,766 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #140.

SJS Investment Consulting first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SJS Investment Consulting held 8,766 shares of Schwab US Broad Market ETF worth $254K as of Q2 2026.
  • SJS Investment Consulting left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #140 holding.
  • SJS Investment Consulting first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.