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

Souders Financial 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 		$2.24M Sell
77,225
-2,413
-3% -$67.6K 0.23% 56
2026
Q1 		$2M Sell
79,638
-11,007
-12% -$289K 0.23% 60
2025
Q4 		$2.38M Sell
90,645
-1,935
-2% -$50.4K 0.27% 52
2025
Q3 		$2.38M Sell
92,580
-5,905
-6% -$146K 0.28% 51
2025
Q2 		$2.35M Sell
98,485
-21,735
-18% -$479K 0.3% 48
2025
Q1 		$2.59M Sell
120,220
-107,686
-47% -$2.45M 0.36% 49
2024
Q4 		$5.17M Sell
227,906
-43,984
-16% -$1M 0.72% 35
2024
Q3 		$6.03M Buy
271,890
+4,350
+2% +$92.9K 0.84% 33
2024
Q2 		$5.61M Buy
267,540
+18,669
+8% +$378K 0.85% 37
2024
Q1 		$5.06M Buy
248,871
+7,785
+3% +$151K 0.8% 37
2023
Q4 		$4.47M Buy
241,086
+51
+0% +$881 0.77% 36
2023
Q3 		$4.01M Buy
241,035
+5,715
+2% +$98.9K 0.77% 38
2023
Q2 		$4.06M Buy
235,320
+20,835
+10% +$340K 0.78% 38
2023
Q1 		$3.42M Sell
214,485
-22,284
-9% -$348K 0.73% 37
2022
Q4 		$3.54M Buy
236,769
+17,025
+8% +$256K 0.81% 36
2022
Q3 		$3.08M Buy
219,744
+16,023
+8% +$249K 0.84% 35
2022
Q2 		$3M Buy
203,721
+4,452
+2% +$71.5K 0.86% 32
2022
Q1 		$3.55M Sell
199,269
-3,951
-2% -$69.4K 1.03% 29
2021
Q4 		$3.83M Buy
203,220
+15,282
+8% +$281K 1.1% 24
2021
Q3 		$3.25M Sell
187,938
-2,292
-1% -$40.8K 1.05% 27
2021
Q2 		$3.31M Sell
190,230
-20,340
-10% -$344K 1.11% 26
2021
Q1 		$3.39M Buy
210,570
+2,820
+1% +$44.5K 1.33% 19
2020
Q4 		$3.15M Buy
207,750
+9,312
+5% +$133K 1.37% 18
2020
Q3 		$2.8M Buy
198,438
+15,378
+8% +$202K 1.32% 22
2020
Q2 		$2.24M Buy
+183,060
New +$2.11M 1.28% 22

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

Souders Financial Advisors's SCHB Position: Q2 2026 in Review

Souders Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, selling an estimated $67.6K and leaving 77,225 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #56.

Souders Financial Advisors first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.03M in Q3 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Souders Financial Advisors held 77,225 shares of Schwab US Broad Market ETF worth $2.24M as of Q2 2026.
  • Souders Financial Advisors sold 2,413 Schwab US Broad Market ETF shares in Q2 2026, an estimated $67.6K.
  • Schwab US Broad Market ETF made up 0.23% of Souders Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Souders Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Schwab US Broad Market ETF position peaked at $6.03M in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.