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Steward Partners Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Steward Partners Investment Advisory’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 		$1.59M Sell
54,881
-8,098
-13% -$227K 0.01% 1041
2026
Q1 		$1.58M Sell
62,979
-4,821
-7% -$127K 0.01% 950
2025
Q4 		$1.78M Buy
67,800
+7,910
+13% +$206K 0.01% 830
2025
Q3 		$1.54M Buy
59,890
+27,890
+87% +$690K 0.01% 872
2025
Q2 		$763K Buy
32,000
+15,845
+98% +$349K 0.01% 1106
2025
Q1 		$348K Buy
16,155
+3,000
+23% +$68.2K ﹤0.01% 1372
2024
Q4 		$299K Buy
13,155
+5,562
+73% +$127K ﹤0.01% 1413
2024
Q3 		$168K Sell
7,593
-150
-2% -$3.2K ﹤0.01% 1618
2024
Q2 		$162K Hold
7,743
– – ﹤0.01% 1544
2024
Q1 		$158K Buy
7,743
+990
+15% +$19.2K ﹤0.01% 1544
2023
Q4 		$125K Buy
6,753
+2,433
+56% +$42K ﹤0.01% 1581
2023
Q3 		$71.8K Sell
4,320
-3,396
-44% -$58.8K ﹤0.01% 1740
2023
Q2 		$133K Hold
7,716
– – ﹤0.01% 1449
2023
Q1 		$123K Buy
7,716
+1,512
+24% +$23.6K ﹤0.01% 1496
2022
Q4 		$92.7K Sell
6,204
-489
-7% -$7.35K ﹤0.01% 1591
2022
Q3 		$94K Sell
6,693
-96
-1% -$1.49K ﹤0.01% 1521
2022
Q2 		$100K Buy
6,789
+57
+0.8% +$915 ﹤0.01% 1492
2022
Q1 		$120K Buy
6,732
+198
+3% +$3.48K ﹤0.01% 1530
2021
Q4 		$123K Sell
6,534
-2,382
-27% -$43.8K ﹤0.01% 1506
2021
Q3 		$154K Buy
8,916
+330
+4% +$5.87K ﹤0.01% 1377
2021
Q2 		$149K Sell
8,586
-2,670
-24% -$45.2K ﹤0.01% 1791
2021
Q1 		$181K Buy
11,256
+5,880
+109% +$92.7K ﹤0.01% 1345
2020
Q4 		$82K Buy
5,376
+2,910
+118% +$41.4K ﹤0.01% 1446
2020
Q3 		$33K Buy
2,466
+270
+12% +$3.55K ﹤0.01% 1685
2020
Q2 		$27K Sell
2,196
-150
-6% -$1.73K ﹤0.01% 1666
2020
Q1 		$23K Buy
2,346
+126
+6% +$1.52K ﹤0.01% 1561
2019
Q4 		$28K Hold
2,220
– – ﹤0.01% 1650
2019
Q3 		$26K Hold
2,220
– – ﹤0.01% 1637
2019
Q2 		$26K Buy
+2,220
New +$25.6K ﹤0.01% 1607
2018
Q4 		– Sell
-462
Closed -$5K – 1896
2018
Q3 		$5K Hold
462
– – ﹤0.01% 2139
2018
Q2 		$5K Buy
462
+258
+126% +$2.82K ﹤0.01% 2010
2018
Q1 		$2K Hold
204
– – ﹤0.01% 2032
2017
Q4 		$2K Hold
204
– – ﹤0.01% 1718
2017
Q3 		$2K Hold
204
– – ﹤0.01% 1518
2017
Q2 		$1K Hold
204
– – ﹤0.01% 1547
2017
Q1 		$1K Hold
204
– – ﹤0.01% 1432
2016
Q4 		$1K Buy
+204
New +$1.8K ﹤0.01% 826

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

Steward Partners Investment Advisory's SCHB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $227K and leaving 54,881 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #1041.

Steward Partners Investment Advisory first reported a position in SCHB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.78M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Steward Partners Investment Advisory held 54,881 shares of Schwab US Broad Market ETF worth $1.59M as of Q2 2026.
  • Steward Partners Investment Advisory sold 8,098 Schwab US Broad Market ETF shares in Q2 2026, an estimated $227K.
  • Schwab US Broad Market ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1041 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Schwab US Broad Market ETF position peaked at $1.78M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.