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Strategic Family Wealth Counselors’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$6.22M Buy
247,893
+1,764
+0.7% +$46.3K 1.63% 21
2025
Q4 		$6.45M Sell
246,129
-917
-0.4% -$23.9K 1.45% 23
2025
Q3 		$6.35M Sell
247,046
-3,192
-1% -$79K 1.63% 21
2025
Q2 		$5.96M Sell
250,238
-414
-0.2% -$9.12K 1.7% 20
2025
Q1 		$5.4M Sell
250,652
-6,065
-2% -$138K 1.75% 18
2024
Q4 		$5.83M Buy
256,717
+1,696
+0.7% +$38.7K 1.9% 18
2024
Q3 		$5.65M Buy
255,021
+1,740
+0.7% +$37.2K 1.98% 18
2024
Q2 		$5.31M Sell
253,281
-1,884
-0.7% -$38.2K 2.02% 18
2024
Q1 		$5.19M Buy
255,165
+2,019
+0.8% +$39.1K 2.05% 17
2023
Q4 		$4.7M Sell
253,146
-20,253
-7% -$350K 1.97% 19
2023
Q3 		$4.54M Buy
273,399
+315
+0.1% +$5.45K 2.18% 20
2023
Q2 		$4.71M Buy
273,084
+738
+0.3% +$12K 2.16% 20
2023
Q1 		$4.34M Sell
272,346
-8,820
-3% -$138K 2.06% 19
2022
Q4 		$4.2M Buy
281,166
+285
+0.1% +$4.28K 2.08% 18
2022
Q3 		$3.93M Sell
280,881
-2,631
-0.9% -$40.9K 1.93% 19
2022
Q2 		$4.18M Buy
283,512
+12,978
+5% +$208K 2% 18
2022
Q1 		$4.82M Sell
270,534
-4,794
-2% -$84.2K 1.94% 19
2021
Q4 		$5.19M Sell
275,328
-8,412
-3% -$155K 1.66% 19
2021
Q3 		$4.91M Buy
283,740
+90
+0% +$1.6K 1.68% 17
2021
Q2 		$4.93M Sell
283,650
-366
-0.1% -$6.19K 1.61% 15
2021
Q1 		$4.58M Buy
284,016
+2,034
+0.7% +$32.1K 1.73% 15
2020
Q4 		$4.28M Buy
281,982
+1,824
+0.7% +$26K 2.21% 12
2020
Q3 		$3.72M Sell
280,158
-12,276
-4% -$161K 2.09% 13
2020
Q2 		$3.58M Sell
292,434
-7,452
-2% -$85.9K 2.25% 11
2020
Q1 		$3.02M Sell
299,886
-32,664
-10% -$395K 2.26% 15
2019
Q4 		$4.26M Sell
332,550
-6,474
-2% -$79.4K 3.44% 9
2019
Q3 		$4.01M Sell
339,024
-20,790
-6% -$246K 3.04% 11
2019
Q2 		$4.23M Buy
359,814
+19,602
+6% +$226K 3.28% 8
2019
Q1 		$3.86M Buy
340,212
+14,232
+4% +$155K 3.12% 8
2018
Q4 		$3.26M Buy
+325,980
New +$3.52M 3.69% 8

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 $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $481B AUM 26.39% 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

Strategic Family Wealth Counselors's SCHB Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q1 2026, buying an estimated $46.3K and bringing the position to 247,893 shares worth $6.22M. The position accounts for 1.63% of the portfolio, ranked #21.

Strategic Family Wealth Counselors first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.45M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Strategic Family Wealth Counselors held 247,893 shares of Schwab US Broad Market ETF worth $6.22M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 1,764 Schwab US Broad Market ETF shares in Q1 2026, an estimated $46.3K.
  • Schwab US Broad Market ETF made up 1.63% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #21 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Schwab US Broad Market ETF position peaked at $6.45M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.