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Sowell Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Sowell Financial Services’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
-8,304
Closed -$208K – 1215
2026
Q1 		$208K Sell
8,304
-11,153
-57% -$293K 0.01% 1034
2025
Q4 		$510K Buy
19,457
+94
+0.5% +$2.45K 0.02% 638
2025
Q3 		$498K Buy
19,363
+850
+5% +$21K 0.02% 630
2025
Q2 		$441K Sell
18,513
-2,885
-13% -$63.5K 0.02% 647
2025
Q1 		$461K Sell
21,398
-121
-0.6% -$2.75K 0.02% 607
2024
Q4 		$488K Buy
+21,519
New +$492K 0.03% 413
2023
Q3 		– Sell
-51,657
Closed -$890K – 589
2023
Q2 		$890K Buy
51,657
+9,531
+23% +$155K 0.05% 375
2023
Q1 		$672K Sell
42,126
-975
-2% -$15.2K 0.05% 380
2022
Q4 		$644K Buy
43,101
+261
+0.6% +$3.92K 0.04% 391
2022
Q3 		$600K Buy
+42,840
New +$666K 0.06% 296
2022
Q1 		– Sell
-83,616
Closed -$1.57M – 437
2021
Q4 		$1.57M Sell
83,616
-8,400
-9% -$155K 0.09% 247
2021
Q3 		$1.59M Sell
92,016
-22,218
-19% -$395K 0.11% 215
2021
Q2 		$1.99M Sell
114,234
-90,810
-44% -$1.54M 0.13% 189
2021
Q1 		$3.47M Buy
205,044
+6,630
+3% +$105K 0.12% 165
2020
Q4 		$3.01M Sell
198,414
-12,468
-6% -$178K 0.13% 142
2020
Q3 		$2.8M Buy
210,882
+47,136
+29% +$620K 0.14% 131
2020
Q2 		$2M Buy
163,746
+34,332
+27% +$396K 0.11% 173
2020
Q1 		$1.3M Sell
129,414
-135,306
-51% -$1.64M 0.1% 212
2019
Q4 		$3.39M Buy
264,720
+128,148
+94% +$1.57M 0.26% 81
2019
Q3 		$1.62M Buy
+136,572
New +$1.61M 0.13% 164
2019
Q1 		$401K Sell
35,376
-6,540
-16% -$71.4K 0.04% 383
2018
Q4 		$419K Sell
41,916
-78,978
-65% -$854K 0.06% 313
2018
Q3 		$1.22M Buy
+120,894
New +$1.39M 0.18% 104

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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

Sowell Financial Services's SCHB Position: Q2 2026 in Review

Sowell Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 8,304 shares — an estimated $208K sold.

Sowell Financial Services first reported a position in SCHB in Q3 2018 and held it in 23 quarters. The position peaked at $3.47M in Q1 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sowell Financial Services reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 8,304 Schwab US Broad Market ETF shares in Q2 2026, an estimated $208K.
  • Sowell Financial Services first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 23 quarters.
  • Sowell Financial Services's Schwab US Broad Market ETF position peaked at $3.47M in Q1 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.