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 Q3	$3.19M	Sell	108,714 -4,171	-4%	-$122K	0.99%	27
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Skyline Advisors's SCHB Position: Q3 2026 in Review

Skyline Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3.7% in Q3 2026, selling an estimated $122K and leaving 108,714 shares worth $3.19M. The position accounts for 0.99% of the portfolio, ranked #27.

Skyline Advisors first reported a position in SCHB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q2 2026. 917 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Skyline Advisors held 108,714 shares of Schwab US Broad Market ETF worth $3.19M as of Q3 2026.
Skyline Advisors sold 4,171 Schwab US Broad Market ETF shares in Q3 2026, an estimated $122K.
Schwab US Broad Market ETF made up 0.99% of Skyline Advisors's portfolio in Q3 2026, its #27 holding.
Skyline Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 12 quarters since.
Skyline Advisors's Schwab US Broad Market ETF position peaked at $3.27M in Q2 2026.
917 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.