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Strive Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Strive Financial Group’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 		$243K Buy
8,401
+9
+0.1% +$252 0.11% 125
2026
Q1 		$211K Buy
8,392
+9
+0.1% +$236 0.11% 112
2025
Q4 		$220K Buy
+8,383
New +$218K 0.12% 102

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Betterment LLC
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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

Strive Financial Group's SCHB Position: Q2 2026 in Review

Strive Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q2 2026, buying an estimated $252 and bringing the position to 8,401 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #125.

Strive Financial Group first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strive Financial Group held 8,401 shares of Schwab US Broad Market ETF worth $243K as of Q2 2026.
  • Strive Financial Group bought 9 Schwab US Broad Market ETF shares in Q2 2026, an estimated $252.
  • Schwab US Broad Market ETF made up 0.11% of Strive Financial Group's portfolio in Q2 2026, its #125 holding.
  • Strive Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.