Socha Financial Group
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Socha Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Socha Financial Group’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 		$21.7M Sell
740,183
-23,871
-3% -$700K 9.05% 6
2026
Q2 		$22.1M Buy
764,054
+3,534
+0.5% +$98.9K 9% 6
2026
Q1 		$19.1M Sell
760,520
-39,041
-5% -$1.02M 9.68% 5
2025
Q4 		$21M Sell
799,561
-109,195
-12% -$2.84M 10.23% 5
2025
Q3 		$23.4M Sell
908,756
-22,732
-2% -$563K 9.87% 4
2025
Q2 		$22.2M Sell
931,488
-2,271,625
-71% -$50M 9.88% 4
2025
Q1 		$69M Buy
3,203,113
+102,133
+3% +$2.32M 33.7% 1
2024
Q4 		$70.4M Buy
3,100,980
+3,186
+0.1% +$72.8K 33% 1
2024
Q3 		$68.7M Buy
3,097,794
+63,024
+2% +$1.35M 29.8% 1
2024
Q2 		$63.6M Buy
3,034,770
+56,973
+2% +$1.15M 29.76% 1
2024
Q1 		$60.6M Buy
2,977,797
+7,788
+0.3% +$151K 26.58% 1
2023
Q4 		$55.1M Sell
2,970,009
-17,220
-0.6% -$297K 26.44% 1
2023
Q3 		$49.6M Buy
2,987,229
+139,182
+5% +$2.41M 26.4% 1
2023
Q2 		$49.1M Buy
2,848,047
+129,552
+5% +$2.11M 25.87% 1
2023
Q1 		$43.4M Buy
2,718,495
+18,630
+0.7% +$291K 27.99% 1
2022
Q4 		$40.3M Buy
2,699,865
+66,852
+3% +$1M 28.6% 1
2022
Q3 		$36.9M Buy
2,633,013
+32,334
+1% +$503K 31.64% 1
2022
Q2 		$38.3M Sell
2,600,679
-16,890
-0.6% -$271K 39.22% 1
2022
Q1 		$46.6M Sell
2,617,569
-9,873
-0.4% -$173K 38.2% 1
2021
Q4 		$49.5M Buy
+2,627,442
New +$48.3M 37.57% 1

Other funds holding SCHB

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Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

Socha Financial Group's SCHB Position: Q3 2026 in Review

Socha Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 3.1% in Q3 2026, selling an estimated $700K and leaving 740,183 shares worth $21.7M. The position accounts for 9.05% of the portfolio, ranked #6.

Socha Financial Group first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. The position peaked at $70.4M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Socha Financial Group held 740,183 shares of Schwab US Broad Market ETF worth $21.7M as of Q3 2026.
  • Socha Financial Group sold 23,871 Schwab US Broad Market ETF shares in Q3 2026, an estimated $700K.
  • Schwab US Broad Market ETF made up 9.05% of Socha Financial Group's portfolio in Q3 2026, its #6 holding.
  • Socha Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Socha Financial Group's Schwab US Broad Market ETF position peaked at $70.4M in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Socha Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.