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Summit Financial Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Summit Financial Strategies’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 		$67.1M Sell
2,672,115
-510,921
-16% -$13.4M 5.29% 6
2025
Q4 		$83.5M Sell
3,183,036
-359,116
-10% -$9.35M 6.86% 5
2025
Q3 		$91.1M Sell
3,542,152
-154,753
-4% -$3.83M 7.81% 5
2025
Q2 		$88.1M Sell
3,696,905
-185,656
-5% -$4.09M 8.15% 4
2025
Q1 		$83.6M Sell
3,882,561
-170,518
-4% -$3.88M 8.43% 4
2024
Q4 		$92M Sell
4,053,079
-110,957
-3% -$2.53M 10.15% 2
2024
Q3 		$92.3M Sell
4,164,036
-34,587
-0.8% -$738K 10.39% 2
2024
Q2 		$88M Buy
4,198,623
+94,869
+2% +$1.92M 10.94% 2
2024
Q1 		$83.5M Sell
4,103,754
-42,804
-1% -$828K 11.65% 2
2023
Q4 		$76.9M Sell
4,146,558
-50,841
-1% -$878K 11.76% 2
2023
Q3 		$69.7M Buy
4,197,399
+21,060
+0.5% +$364K 13.29% 2
2023
Q2 		$72M Buy
4,176,339
+6,183
+0.1% +$101K 13.42% 2
2023
Q1 		$66.5M Buy
4,170,156
+66,678
+2% +$1.04M 13.1% 2
2022
Q4 		$61.3M Sell
4,103,478
-30,426
-0.7% -$457K 13.2% 2
2022
Q3 		$57.9M Buy
4,133,904
+205,179
+5% +$3.19M 13.74% 1
2022
Q2 		$57.9M Buy
3,928,725
+46,941
+1% +$753K 13.55% 1
2022
Q1 		$69.1M Sell
3,881,784
-36,078
-0.9% -$633K 13.9% 1
2021
Q4 		$73.8M Buy
3,917,862
+145,206
+4% +$2.67M 14.24% 1
2021
Q3 		$65.3M Buy
3,772,656
+151,176
+4% +$2.69M 12.48% 2
2021
Q2 		$62.9M Buy
3,621,480
+647,250
+22% +$11M 12.47% 2
2021
Q1 		$47.9M Buy
2,974,230
+214,770
+8% +$3.39M 17.14% 2
2020
Q4 		$41.8M Sell
2,759,460
-23,340
-0.8% -$332K 14.38% 2
2020
Q3 		$36.9M Sell
2,782,800
-57,426
-2% -$755K 15.05% 2
2020
Q2 		$34.8M Sell
2,840,226
-81,060
-3% -$934K 15.46% 2
2020
Q1 		$29.4M Buy
2,921,286
+33,402
+1% +$404K 15.96% 2
2019
Q4 		$37M Buy
2,887,884
+67,374
+2% +$827K 18.1% 1
2019
Q3 		$33.4M Buy
2,820,510
+47,076
+2% +$556K 16.04% 2
2019
Q2 		$32.6M Buy
2,773,434
+141,012
+5% +$1.63M 15.83% 2
2019
Q1 		$29.9M Buy
2,632,422
+90,204
+4% +$985K 15.15% 2
2018
Q4 		$25.4M Buy
2,542,218
+176,970
+7% +$1.91M 14.24% 2
2018
Q3 		$27.7M Buy
2,365,248
+31,338
+1% +$361K 12.65% 2
2018
Q2 		$25.7M Buy
2,333,910
+109,014
+5% +$1.19M 12.47% 2
2018
Q1 		$23.7M Buy
2,224,896
+123,516
+6% +$1.36M 12.25% 2
2017
Q4 		$22.6M Buy
2,101,380
+74,484
+4% +$781K 11.83% 2
2017
Q3 		$20.6M Buy
2,026,896
+90,978
+5% +$903K 11.87% 2
2017
Q2 		$18.9M Buy
1,935,918
+60,678
+3% +$586K 11.37% 2
2017
Q1 		$17.8M Buy
1,875,240
+79,500
+4% +$746K 13.05% 2
2016
Q4 		$16.2M Buy
1,795,740
+72,366
+4% +$638K 11.09% 3
2016
Q3 		$15M Buy
1,723,374
+110,388
+7% +$958K 10.54% 4
2016
Q2 		$13.5M Buy
1,612,986
+47,838
+3% +$397K 10.04% 5
2016
Q1 		$12.9M Buy
1,565,148
+308,892
+25% +$2.4M 9.41% 5
2015
Q4 		$10.3M Buy
1,256,256
+94,578
+8% +$780K 7.99% 6
2015
Q3 		$8.98M Buy
1,161,678
+85,188
+8% +$700K 7.45% 6
2015
Q2 		$9.01M Buy
1,076,490
+103,506
+11% +$884K 7.03% 7
2015
Q1 		$8.19M Buy
972,984
+149,610
+18% +$1.25M 6.59% 7
2014
Q4 		$6.84M Buy
+823,374
New +$6.67M 5.54% 7

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Summit Financial Strategies's SCHB Position: Q1 2026 in Review

Summit Financial Strategies reduced its Schwab US Broad Market ETF (SCHB) stake by 16% in Q1 2026, selling an estimated $13.4M and leaving 2,672,115 shares worth $67.1M. The position accounts for 5.29% of the portfolio, ranked #6.

Summit Financial Strategies first reported a position in SCHB in Q4 2014 and has held it in 46 quarters since. The position peaked at $92.3M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Summit Financial Strategies held 2,672,115 shares of Schwab US Broad Market ETF worth $67.1M as of Q1 2026.
  • Summit Financial Strategies sold 510,921 Schwab US Broad Market ETF shares in Q1 2026, an estimated $13.4M.
  • Schwab US Broad Market ETF made up 5.29% of Summit Financial Strategies's portfolio in Q1 2026, its #6 holding.
  • Summit Financial Strategies first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 46 quarters since.
  • Summit Financial Strategies's Schwab US Broad Market ETF position peaked at $92.3M in Q3 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.