TFA
SCHB icon

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

TrustWell 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 		$575K Sell
19,868
-186
-0.9% -$5.21K 0.49% 37
2026
Q1 		$503K Sell
20,054
-2,409
-11% -$63.2K 0.47% 30
2025
Q4 		$589K Buy
+22,463
New +$585K 0.57% 28

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

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

TrustWell Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.93% in Q2 2026, selling an estimated $5.21K and leaving 19,868 shares worth $575K. The position accounts for 0.49% of the portfolio, ranked #37.

TrustWell Financial Advisors first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q4 2025. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • TrustWell Financial Advisors held 19,868 shares of Schwab US Broad Market ETF worth $575K as of Q2 2026.
  • TrustWell Financial Advisors sold 186 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.21K.
  • Schwab US Broad Market ETF made up 0.49% of TrustWell Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • TrustWell Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • TrustWell Financial Advisors's Schwab US Broad Market ETF position peaked at $589K in Q4 2025.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.