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Traphagen Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Traphagen Investment 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 		$2.34M Sell
80,873
-4,684
-5% -$131K 0.17% 51
2026
Q1 		$2.15M Sell
85,557
-396
-0.5% -$10.4K 0.17% 50
2025
Q4 		$2.25M Sell
85,953
-475
-0.5% -$12.4K 0.19% 43
2025
Q3 		$2.22M Sell
86,428
-100
-0.1% -$2.48K 0.19% 46
2025
Q2 		$2.06M Sell
86,528
-891
-1% -$19.6K 0.2% 44
2025
Q1 		$1.88M Sell
87,419
-3,886
-4% -$88.4K 0.2% 46
2024
Q4 		$2.07M Buy
91,305
+129
+0.1% +$2.95K 0.21% 41
2024
Q3 		$2.02M Buy
91,176
+231
+0.3% +$4.93K 0.2% 39
2024
Q2 		$1.91M Sell
90,945
-618
-0.7% -$12.5K 0.21% 44
2024
Q1 		$1.86M Buy
91,563
+5,217
+6% +$101K 0.2% 44
2023
Q4 		$1.6M Buy
86,346
+132
+0.2% +$2.28K 0.19% 44
2023
Q3 		$1.43M Sell
86,214
-17,598
-17% -$305K 0.18% 42
2023
Q2 		$1.79M Buy
103,812
+41,331
+66% +$674K 0.23% 41
2023
Q1 		$997K Sell
62,481
-5,658
-8% -$88.5K 0.15% 51
2022
Q4 		$1.02M Sell
68,139
-3,936
-5% -$59.2K 0.16% 49
2022
Q3 		$1.01M Sell
72,075
-1,116
-2% -$17.4K 0.19% 41
2022
Q2 		$1.08M Hold
73,191
– – 0.2% 42
2022
Q1 		$1.3M Buy
73,191
+2,667
+4% +$46.8K 0.21% 38
2021
Q4 		$1.33M Sell
70,524
-540
-0.8% -$9.94K 0.22% 40
2021
Q3 		$1.23M Hold
71,064
– – 0.22% 39
2021
Q2 		$1.23M Hold
71,064
– – 0.21% 41
2021
Q1 		$1.15M Buy
71,064
+978
+1% +$15.4K 0.21% 42
2020
Q4 		$1.06M Sell
70,086
-36,894
-34% -$525K 0.19% 44
2020
Q3 		$1.42M Buy
106,980
+1,818
+2% +$23.9K 0.29% 35
2020
Q2 		$1.29M Sell
105,162
-5,322
-5% -$61.4K 0.29% 40
2020
Q1 		$1.11M Sell
110,484
-10,044
-8% -$122K 0.3% 37
2019
Q4 		$1.54M Buy
120,528
+6,810
+6% +$83.6K 0.37% 32
2019
Q3 		$1.35M Sell
113,718
-1,470
-1% -$17.4K 0.35% 32
2019
Q2 		$1.35M Buy
115,188
+684
+0.6% +$7.9K 0.36% 33
2019
Q1 		$1.3M Buy
+114,504
New +$1.25M 0.37% 32

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

Traphagen Investment Advisors's SCHB Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.5% in Q2 2026, selling an estimated $131K and leaving 80,873 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #51.

Traphagen Investment Advisors first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Traphagen Investment Advisors held 80,873 shares of Schwab US Broad Market ETF worth $2.34M as of Q2 2026.
  • Traphagen Investment Advisors sold 4,684 Schwab US Broad Market ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Broad Market ETF made up 0.17% of Traphagen Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Traphagen Investment Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.