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Transamerica Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Transamerica Financial 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 		$40.4K Buy
1,394
+1,271
+1,033% +$35.6K ﹤0.01% 733
2026
Q1 		$3.09K Buy
+123
New +$3.23K ﹤0.01% 1130
2019
Q3 		– Sell
-1,602
Closed -$19K – 441
2019
Q2 		$19K Buy
+1,602
New +$18.5K ﹤0.01% 277
2019
Q1 		– Sell
-102
Closed -$2K – 389
2018
Q4 		$2K Buy
+102
New +$1.1K ﹤0.01% 374

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Transamerica Financial Advisors's SCHB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1,033% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,394 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Transamerica Financial Advisors first reported a position in SCHB in Q4 2018 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Transamerica Financial Advisors held 1,394 shares of Schwab US Broad Market ETF worth $40.4K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,271 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.6K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #733 holding.
  • Transamerica Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.