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

True Link 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 		– Sell
-1,072
Closed -$26.9K – 326
2026
Q1 		$26.9K Buy
+1,072
New +$28.1K ﹤0.01% 267
2022
Q1 		– Sell
-2,046
Closed -$39K – 246
2021
Q4 		$39K Hold
2,046
– – 0.01% 495
2021
Q3 		$35K Sell
2,046
-1,920
-48% -$34.1K ﹤0.01% 508
2021
Q2 		$69K Sell
3,966
-120
-3% -$2.03K 0.01% 389
2021
Q1 		$66K Hold
4,086
– – 0.01% 454
2020
Q4 		$62K Buy
+4,086
New +$58.2K 0.01% 499

Other funds holding SCHB

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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

True Link Financial Advisors's SCHB Position: Q2 2026 in Review

True Link Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 1,072 shares — an estimated $26.9K sold.

True Link Financial Advisors first reported a position in SCHB in Q4 2020 and held it in 6 quarters. The position peaked at $69K in Q2 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • True Link Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,072 Schwab US Broad Market ETF shares in Q2 2026, an estimated $26.9K.
  • True Link Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's Schwab US Broad Market ETF position peaked at $69K in Q2 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.