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

Synergy 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	$208K	Buy	+7,168	New	+$201K	0.15%	116

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Synergy Financial Group opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,168 shares worth $208K. The stake represents 0.15% of the portfolio and ranks #116 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Synergy Financial Group held 7,168 shares of Schwab US Broad Market ETF worth $208K as of Q2 2026.
Schwab US Broad Market ETF was a new Synergy Financial Group position in Q2 2026.
Schwab US Broad Market ETF made up 0.15% of Synergy Financial Group's portfolio in Q2 2026, its #116 holding.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.