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

Skyline 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 		$3.27M Sell
112,885
-1
-0% -$28 1.03% 27
2026
Q1 		$2.83M Sell
112,886
-3,232
-3% -$84.8K 0.99% 26
2025
Q4 		$3.05M Buy
116,118
+58
+0% +$1.51K 1.02% 17
2025
Q3 		$2.98M Buy
116,060
+54
+0% +$1.34K 1.03% 17
2025
Q2 		$2.76M Buy
116,006
+15,515
+15% +$342K 1.02% 18
2025
Q1 		$2.16M Buy
100,491
+10
+0% +$227 0.85% 18
2024
Q4 		$2.28M Buy
100,481
+11
+0% +$251 0.89% 18
2024
Q3 		$2.23M Buy
100,470
+21
+0% +$448 0.92% 19
2024
Q2 		$2.11M Hold
100,449
– – 0.92% 19
2024
Q1 		$2.04M Buy
100,449
+9
+0% +$174 0.91% 18
2023
Q4 		$1.86M Buy
+100,440
New +$1.73M 0.89% 20

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

Skyline Advisors's SCHB Position: Q2 2026 in Review

Skyline Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, selling an estimated $28 and leaving 112,885 shares worth $3.27M. The position accounts for 1.03% of the portfolio, ranked #27.

Skyline Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Skyline Advisors held 112,885 shares of Schwab US Broad Market ETF worth $3.27M as of Q2 2026.
  • Skyline Advisors sold 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 1.03% of Skyline Advisors's portfolio in Q2 2026, its #27 holding.
  • Skyline Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.