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Sound Income Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Sound Income Strategies’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 		– Sell
-1,364
Closed -$34.5K – 2041
2026
Q1 		$34.5K Buy
+1,364
New +$35.8K ﹤0.01% 962
2025
Q3 		– Sell
-30
Closed -$715 – 1805
2025
Q2 		$715 Hold
30
– – ﹤0.01% 1414
2025
Q1 		$646 Sell
30
-111
-79% -$2.52K ﹤0.01% 1395
2024
Q4 		$3.2K Buy
141
+111
+370% +$2.54K ﹤0.01% 1086
2024
Q3 		$665 Hold
30
– – ﹤0.01% 1287
2024
Q2 		$629 Hold
30
– – ﹤0.01% 1254
2024
Q1 		$611 Sell
30
-1,866
-98% -$36.1K ﹤0.01% 1220
2023
Q4 		$35.2K Buy
1,896
+435
+30% +$7.51K ﹤0.01% 473
2023
Q3 		$24.3K Buy
+1,461
New +$25.3K ﹤0.01% 404
2023
Q1 		– Sell
-1,914
Closed -$28.6K – 1132
2022
Q4 		$28.6K Buy
+1,914
New +$28.8K ﹤0.01% 340
2020
Q3 		– Sell
-18
Closed – – 923
2020
Q2 		$0 Hold
18
– – ﹤0.01% 864
2020
Q1 		$0 Sell
18
-1,386
-99% -$16.8K ﹤0.01% 859
2019
Q4 		$18K Buy
+1,404
New +$17.2K ﹤0.01% 247

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

Sound Income Strategies's SCHB Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 1,364 shares — an estimated $34.5K sold.

Sound Income Strategies first reported a position in SCHB in Q4 2019 and held it in 13 quarters. The position peaked at $35.2K in Q4 2023. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,364 Schwab US Broad Market ETF shares in Q2 2026, an estimated $34.5K.
  • Sound Income Strategies first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 13 quarters.
  • Sound Income Strategies's Schwab US Broad Market ETF position peaked at $35.2K in Q4 2023.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.