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Three Bearings Fiduciary Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Three Bearings Fiduciary Advisors’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 		$820K Sell
28,315
-2,500
-8% -$70K 0.73% 30
2026
Q1 		$773K Hold
30,815
– – 0.75% 29
2025
Q4 		$821K Buy
+30,815
New +$802K 0.77% 30

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Three Bearings Fiduciary Advisors's SCHB Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 8.1% in Q2 2026, selling an estimated $70K and leaving 28,315 shares worth $820K. The position accounts for 0.73% of the portfolio, ranked #30.

Three Bearings Fiduciary Advisors first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $821K in Q4 2025. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 28,315 shares of Schwab US Broad Market ETF worth $820K as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 2,500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $70K.
  • Schwab US Broad Market ETF made up 0.73% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #30 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Schwab US Broad Market ETF position peaked at $821K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.