Toth Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Toth Financial Advisory’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 Q3	$8.88K	Hold	303	–	–	﹤0.01%	597
2026 Q2	$8.78K	Hold	303	–	–	﹤0.01%	597
2026 Q1	$7.61K	Hold	303	–	–	﹤0.01%	593
2025 Q4	$7.95K	Buy	+303	New	+$7.89K	﹤0.01%	580
2023 Q3	–	Sell	-171	Closed	-$2.95K	–	836
2023 Q2	$2.95K	Hold	171	–	–	﹤0.01%	603
2023 Q1	$2.73K	Sell	171 -15	-8%	-$235	﹤0.01%	614
2022 Q4	$2.78K	Hold	186	–	–	﹤0.01%	557
2022 Q3	$3K	Hold	186	–	–	﹤0.01%	610
2022 Q2	$3K	Hold	186	–	–	﹤0.01%	570
2022 Q1	$3K	Sell	186 -84	-31%	-$1.47K	﹤0.01%	599
2021 Q4	$5K	Hold	270	–	–	﹤0.01%	572
2021 Q3	$5K	Hold	270	–	–	﹤0.01%	559
2021 Q2	$5K	Hold	270	–	–	﹤0.01%	511
2021 Q1	$4K	Hold	270	–	–	﹤0.01%	536
2020 Q4	$4K	Hold	270	–	–	﹤0.01%	478
2020 Q3	$4K	Hold	270	–	–	﹤0.01%	447
2020 Q2	$3K	Hold	270	–	–	﹤0.01%	449
2020 Q1	$3K	Hold	270	–	–	﹤0.01%	366
2019 Q4	$3K	Hold	270	–	–	﹤0.01%	395
2019 Q3	$3K	Hold	270	–	–	﹤0.01%	384
2019 Q2	$3K	Hold	270	–	–	﹤0.01%	401
2019 Q1	$3K	Hold	270	–	–	﹤0.01%	378
2018 Q4	$3K	Sell	270 -90	-25%	-$973	﹤0.01%	363
2018 Q3	$4K	Buy	360 +270	+300%	+$3.11K	﹤0.01%	376
2018 Q2	$1K	Hold	90	–	–	﹤0.01%	419
2018 Q1	$1K	Hold	90	–	–	﹤0.01%	418
2017 Q4	$1K	Buy	+90	New	+$944	﹤0.01%	421

Other funds holding SCHB

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Toth Financial Advisory's SCHB Position: Q3 2026 in Review

Toth Financial Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 303 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Toth Financial Advisory first reported a position in SCHB in Q4 2017 and has held it in 27 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Toth Financial Advisory held 303 shares of Schwab US Broad Market ETF worth $8.88K as of Q3 2026.
Toth Financial Advisory left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #597 holding.
Toth Financial Advisory first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 27 quarters since.
54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.