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

TruWealth 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
Q1 		$12.2M Buy
484,717
+6,366
+1% +$167K 0.58% 54
2025
Q4 		$12.5M Buy
478,351
+6,326
+1% +$165K 0.61% 52
2025
Q3 		$12.1M Sell
472,025
-465
-0.1% -$11.5K 0.61% 46
2025
Q2 		$11.3M Buy
472,490
+8,591
+2% +$189K 0.62% 45
2025
Q1 		$9.99M Buy
463,899
+9,621
+2% +$219K 0.6% 46
2024
Q4 		$10.3M Buy
454,278
+6,990
+2% +$160K 0.62% 43
2024
Q3 		$9.92M Sell
447,288
-729
-0.2% -$15.6K 0.61% 43
2024
Q2 		$9.39M Sell
448,017
-1,104
-0.2% -$22.4K 0.62% 41
2024
Q1 		$9.14M Buy
449,121
+7,497
+2% +$145K 0.64% 45
2023
Q4 		$8.2M Buy
441,624
+63,360
+17% +$1.09M 0.63% 46
2023
Q3 		$6.29M Buy
378,264
+450
+0.1% +$7.79K 0.54% 48
2023
Q2 		$6.51M Buy
377,814
+11,046
+3% +$180K 0.56% 46
2023
Q1 		$5.85M Buy
366,768
+7,083
+2% +$111K 0.54% 49
2022
Q4 		$5.37M Buy
359,685
+4,041
+1% +$60.7K 0.52% 48
2022
Q3 		$4.98M Sell
355,644
-11,178
-3% -$174K 0.53% 43
2022
Q2 		$5.4M Buy
366,822
+16,482
+5% +$265K 0.58% 37
2022
Q1 		$6.24M Buy
350,340
+40,254
+13% +$707K 0.65% 36
2021
Q4 		$5.84M Sell
310,086
-636
-0.2% -$11.7K 0.59% 39
2021
Q3 		$5.38M Buy
310,722
+5,694
+2% +$101K 0.6% 38
2021
Q2 		$5.3M Buy
305,028
+20,940
+7% +$354K 0.62% 37
2021
Q1 		$4.58M Buy
284,088
+27,720
+11% +$437K 0.62% 34
2020
Q4 		$3.89M Buy
+256,368
New +$3.65M 0.58% 34

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 $104B AUM 28.3% 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

TruWealth Advisors's SCHB Position: Q1 2026 in Review

TruWealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q1 2026, buying an estimated $167K and bringing the position to 484,717 shares worth $12.2M. The position accounts for 0.58% of the portfolio, ranked #54.

TruWealth Advisors first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.5M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • TruWealth Advisors held 484,717 shares of Schwab US Broad Market ETF worth $12.2M as of Q1 2026.
  • TruWealth Advisors bought 6,366 Schwab US Broad Market ETF shares in Q1 2026, an estimated $167K.
  • Schwab US Broad Market ETF made up 0.58% of TruWealth Advisors's portfolio in Q1 2026, its #54 holding.
  • TruWealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Schwab US Broad Market ETF position peaked at $12.5M in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.