Sterling Investment Advisors (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$267K	Hold	9,230	–	–	0.04%	194
2026 Q1	$232K	Buy	9,230 +225	+2%	+$5.9K	0.04%	192
2025 Q4	$236K	Hold	9,005	–	–	0.04%	190
2025 Q3	$232K	Hold	9,005	–	–	0.05%	177
2025 Q2	$215K	Buy	+9,005	New	+$198K	0.05%	173
2022 Q3	–	Sell	-9,027	Closed	-$133K	–	419
2022 Q2	$133K	Hold	9,027	–	–	0.05%	156
2022 Q1	$161K	Buy	9,027 +3	+0%	+$53	0.05%	159
2021 Q4	$170K	Hold	9,024	–	–	0.05%	157
2021 Q3	$156K	Hold	9,024	–	–	0.05%	164
2021 Q2	$157K	Hold	9,024	–	–	0.05%	162
2021 Q1	$145K	Buy	9,024 +6	+0.1%	+$95	0.05%	159
2020 Q4	$137K	Hold	9,018	–	–	0.05%	157
2020 Q3	$120K	Buy	9,018 +6	+0.1%	+$79	0.05%	155
2020 Q2	$110K	Hold	9,012	–	–	0.05%	154
2020 Q1	$90K	Sell	9,012 -594	-6%	-$7.19K	0.05%	150
2019 Q4	$123K	Hold	9,606	–	–	0.06%	142
2019 Q3	$114K	Hold	9,606	–	–	0.06%	144
2019 Q2	$113K	Hold	9,606	–	–	0.06%	145
2019 Q1	$109K	Buy	9,606 +786	+9%	+$8.58K	0.06%	147
2018 Q4	$88K	Buy	8,820 +1,800	+26%	+$19.5K	0.05%	148
2018 Q3	$82K	Buy	7,020 +6	+0.1%	+$69	0.04%	172
2018 Q2	$77K	Sell	7,014 -6	-0.1%	-$66	0.05%	164
2018 Q1	$75K	Buy	7,020 +6	+0.1%	+$66	0.05%	162
2017 Q4	$75K	Hold	7,014	–	–	0.05%	158
2017 Q3	$71K	Hold	7,014	–	–	0.05%	154
2017 Q2	$68K	Buy	7,014 +6	+0.1%	+$58	0.05%	160
2017 Q1	$67K	Buy	7,008 +3,708	+112%	+$34.8K	0.05%	154
2016 Q4	$30K	Buy	+3,300	New	+$29.1K	0.02%	185

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s SCHB Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,230 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #194.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHB in Q4 2016 and has held it in 28 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 9,230 shares of Schwab US Broad Market ETF worth $267K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #194 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 28 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.