Traction Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Traction Financial Partners’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	$1.37M	Buy	47,335 +6,079	+15%	+$170K	0.73%	18
2026 Q1	$1.04M	Buy	41,256 +5,937	+17%	+$156K	0.64%	23
2025 Q4	$926K	Buy	35,319 +2,018	+6%	+$52.5K	0.55%	23
2025 Q3	$856K	Buy	33,301 +4,397	+15%	+$109K	0.53%	24
2025 Q2	$689K	Buy	28,904 +1,511	+6%	+$33.3K	0.47%	28
2025 Q1	$590K	Sell	27,393 -1,557	-5%	-$35.4K	0.46%	23
2024 Q4	$657K	Buy	28,950 +4,077	+16%	+$93.1K	0.51%	25
2024 Q3	$552K	Sell	24,873 -5,502	-18%	-$117K	0.43%	33
2024 Q2	$648K	Buy	30,375 +5,328	+21%	+$108K	0.47%	27
2024 Q1	$506K	Buy	25,047 +9,891	+65%	+$191K	0.4%	35
2023 Q4	$281K	Buy	+15,156	New	+$262K	0.19%	51

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 $104B AUM 28.3% 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

Traction Financial Partners's SCHB Position: Q2 2026 in Review

Traction Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 47,335 shares worth $1.37M. The position accounts for 0.73% of the portfolio, ranked #18.

Traction Financial Partners first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Traction Financial Partners held 47,335 shares of Schwab US Broad Market ETF worth $1.37M as of Q2 2026.
Traction Financial Partners bought 6,079 Schwab US Broad Market ETF shares in Q2 2026, an estimated $170K.
Schwab US Broad Market ETF made up 0.73% of Traction Financial Partners's portfolio in Q2 2026, its #18 holding.
Traction Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.