SIS
SCHB icon

Strategic Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Investment Solutions’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 		$89.2K Buy
3,080
+3
+0.1% +$84 0.02% 214
2026
Q1 		$77.2K Buy
3,077
+3
+0.1% +$79 0.02% 222
2025
Q4 		$80.6K Sell
3,074
-63
-2% -$1.64K 0.02% 203
2025
Q3 		$80.7K Buy
3,137
+524
+20% +$13K 0.02% 186
2025
Q2 		$62.3K Buy
2,613
+223
+9% +$4.91K 0.02% 191
2025
Q1 		$51.5K Sell
2,390
-349
-13% -$7.94K 0.01% 191
2024
Q4 		$73.8K Buy
2,739
+357
+15% +$8.15K 0.02% 161
2024
Q3 		$52.8K Buy
2,382
+1,068
+81% +$22.8K 0.02% 191
2024
Q2 		$42.1K Buy
+1,314
New +$26.6K 0.01% 194
2023
Q4 		$63.6K Sell
3,429
-145,338
-98% -$2.51M 0.01% 408
2023
Q3 		$2.58M Buy
148,767
+146,409
+6,209% +$2.53M 0.03% 200
2023
Q2 		$38.6K Sell
2,358
-12
-0.5% -$196 0.01% 348
2023
Q1 		$37.8K Buy
+2,370
New +$37.1K 0.01% 417

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 Investment Solutions's SCHB Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 0.1% in Q2 2026, buying an estimated $84 and bringing the position to 3,080 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #214.

Strategic Investment Solutions first reported a position in SCHB in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q3 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strategic Investment Solutions held 3,080 shares of Schwab US Broad Market ETF worth $89.2K as of Q2 2026.
  • Strategic Investment Solutions bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #214 holding.
  • Strategic Investment Solutions first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Schwab US Broad Market ETF position peaked at $2.58M in Q3 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.