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Strategic Financial Concepts’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Financial Concepts’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 		$6.96M Sell
240,370
-62,298
-21% -$1.74M 2.07% 11
2026
Q1 		$7.6M Buy
302,668
+292,779
+2,961% +$7.68M 1.87% 8
2025
Q4 		$259K Sell
9,889
-274,892
-97% -$7.16M 0.24% 94
2025
Q3 		$7.32M Buy
284,781
+72,319
+34% +$1.79M 1.06% 18
2025
Q2 		$5.06M Sell
212,462
-13,965
-6% -$308K 0.71% 26
2025
Q1 		$4.87M Sell
226,427
-1,795
-0.8% -$40.8K 0.91% 28
2024
Q4 		$5.18M Buy
228,222
+2,517
+1% +$57.5K 0.99% 28
2024
Q3 		$5M Buy
225,705
+211,824
+1,526% +$4.52M 1.59% 15
2024
Q2 		$291K Sell
13,881
-209,316
-94% -$4.24M 0.17% 105
2024
Q1 		$4.54M Buy
+223,197
New +$4.32M 1.09% 25
2023
Q4 		– Sell
-215,670
Closed -$3.58M – 236
2023
Q3 		$3.58M Buy
215,670
+8,175
+4% +$141K 1.21% 21
2023
Q2 		$3.58M Sell
207,495
-705
-0.3% -$11.5K 1.32% 18
2023
Q1 		$3.32M Buy
+208,200
New +$3.26M 1.34% 17

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 $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

Strategic Financial Concepts's SCHB Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2026, selling an estimated $1.74M and leaving 240,370 shares worth $6.96M. The position accounts for 2.07% of the portfolio, ranked #11.

Strategic Financial Concepts first reported a position in SCHB in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.6M in Q1 2026. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strategic Financial Concepts held 240,370 shares of Schwab US Broad Market ETF worth $6.96M as of Q2 2026.
  • Strategic Financial Concepts sold 62,298 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.74M.
  • Schwab US Broad Market ETF made up 2.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #11 holding.
  • Strategic Financial Concepts first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Financial Concepts's Schwab US Broad Market ETF position peaked at $7.6M in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.