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

Sovereign 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
Q2 		$622K Buy
21,492
+10
+0% +$280 0.1% 188
2026
Q1 		$539K Buy
21,482
+13
+0.1% +$341 0.09% 194
2025
Q4 		$563K Buy
21,469
+16
+0.1% +$417 0.1% 178
2025
Q3 		$552K Sell
21,453
-9
-0% -$223 0.1% 173
2025
Q2 		$511K Buy
21,462
+8
+0% +$176 0.11% 175
2025
Q1 		$462K Sell
21,454
-127
-0.6% -$2.89K 0.11% 171
2024
Q4 		$490K Buy
21,581
+20
+0.1% +$457 0.11% 165
2024
Q3 		$478K Buy
21,561
+24
+0.1% +$512 0.11% 168
2024
Q2 		$451K Buy
21,537
+54
+0.3% +$1.09K 0.11% 164
2024
Q1 		$437K Sell
21,483
-21
-0.1% -$406 0.12% 169
2023
Q4 		$399K Buy
21,504
+150
+0.7% +$2.59K 0.12% 161
2023
Q3 		$355K Sell
21,354
-189
-0.9% -$3.27K 0.13% 155
2023
Q2 		$371K Buy
21,543
+48
+0.2% +$782 0.12% 165
2023
Q1 		$343K Sell
21,495
-2,514
-10% -$39.3K 0.13% 157
2022
Q4 		$359K Sell
24,009
-30
-0.1% -$451 0.14% 152
2022
Q3 		$336K Sell
24,039
-225
-0.9% -$3.5K 0.14% 141
2022
Q2 		$357K Buy
24,264
+2,676
+12% +$43K 0.14% 138
2022
Q1 		$384K Sell
21,588
-846
-4% -$14.8K 0.14% 145
2021
Q4 		$423K Buy
22,434
+630
+3% +$11.6K 0.17% 122
2021
Q3 		$377K Sell
21,804
-24
-0.1% -$427 0.22% 105
2021
Q2 		$352K Hold
21,828
– – 0.21% 99
2021
Q1 		$352K Buy
21,828
+5,970
+38% +$94.1K 0.22% 98
2020
Q4 		$240K Buy
+15,858
New +$226K 0.17% 115

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 $103B AUM 28.65% 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

Sovereign Financial Group's SCHB Position: Q2 2026 in Review

Sovereign Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, buying an estimated $280 and bringing the position to 21,492 shares worth $622K. The position accounts for 0.1% of the portfolio, ranked #188.

Sovereign Financial Group first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sovereign Financial Group held 21,492 shares of Schwab US Broad Market ETF worth $622K as of Q2 2026.
  • Sovereign Financial Group bought 10 Schwab US Broad Market ETF shares in Q2 2026, an estimated $280.
  • Schwab US Broad Market ETF made up 0.1% of Sovereign Financial Group's portfolio in Q2 2026, its #188 holding.
  • Sovereign Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.