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Stratos Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Stratos Wealth Partners’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 		$894K Buy
30,875
+5,220
+20% +$146K 0.01% 889
2026
Q1 		$644K Sell
25,655
-1,269
-5% -$33.3K 0.01% 965
2025
Q4 		$706K Buy
26,924
+1,618
+6% +$42.1K 0.01% 905
2025
Q3 		$651K Buy
25,306
+384
+2% +$9.51K 0.01% 915
2025
Q2 		$594K Buy
24,922
+571
+2% +$12.6K 0.01% 865
2025
Q1 		$524K Buy
24,351
+1,220
+5% +$27.8K 0.01% 870
2024
Q4 		$525K Sell
23,131
-2,246
-9% -$51.3K 0.01% 920
2024
Q3 		$563K Buy
25,377
+687
+3% +$14.7K 0.01% 895
2024
Q2 		$517K Buy
24,690
+2,901
+13% +$58.8K 0.01% 882
2024
Q1 		$443K Buy
21,789
+618
+3% +$12K 0.01% 943
2023
Q4 		$393K Buy
21,171
+1,170
+6% +$20.2K 0.01% 968
2023
Q3 		$332K Buy
20,001
+594
+3% +$10.3K 0.01% 968
2023
Q2 		$334K Sell
19,407
-510
-3% -$8.31K 0.01% 914
2023
Q1 		$318K Buy
+19,917
New +$311K 0.01% 848
2018
Q4 		– Sell
-6,300
Closed -$74K – 2190
2018
Q3 		$74K Buy
+6,300
New +$72.6K ﹤0.01% 1276
2018
Q2 		– Sell
-6,600
Closed -$70K – 2271
2018
Q1 		$70K Sell
6,600
-42
-0.6% -$461 ﹤0.01% 1395
2017
Q4 		$71K Buy
+6,642
New +$69.6K ﹤0.01% 1346
2017
Q2 		– Sell
-50,796
Closed -$483K – 855
2017
Q1 		$483K Buy
+50,796
New +$477K 0.03% 431

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

Stratos Wealth Partners's SCHB Position: Q2 2026 in Review

Stratos Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 20% in Q2 2026, buying an estimated $146K and bringing the position to 30,875 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #889.

Stratos Wealth Partners first reported a position in SCHB in Q1 2017 and has held it in 18 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stratos Wealth Partners held 30,875 shares of Schwab US Broad Market ETF worth $894K as of Q2 2026.
  • Stratos Wealth Partners bought 5,220 Schwab US Broad Market ETF shares in Q2 2026, an estimated $146K.
  • Schwab US Broad Market ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #889 holding.
  • Stratos Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 18 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.