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

Unify 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 		$5.65M Sell
195,230
-510
-0.3% -$14.3K 5.22% 4
2026
Q1 		$4.91M Sell
195,740
-1,622
-0.8% -$42.6K 5.1% 4
2025
Q4 		$5.18M Buy
+197,362
New +$5.14M 5.39% 4

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Unify Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, selling an estimated $14.3K and leaving 195,230 shares worth $5.65M. The position accounts for 5.22% of the portfolio, ranked #4.

Unify Financial Advisors first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Unify Financial Advisors held 195,230 shares of Schwab US Broad Market ETF worth $5.65M as of Q2 2026.
  • Unify Financial Advisors sold 510 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.3K.
  • Schwab US Broad Market ETF made up 5.22% of Unify Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Unify Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.