United Asset Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

United Asset Strategies’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	$485K	Hold	16,737	–	–	0.03%	208
2026 Q1	$420K	Sell	16,737 -22	-0.1%	-$577	0.03%	208
2025 Q4	$440K	Buy	16,759 +22	+0.1%	+$573	0.03%	200
2025 Q3	$430K	Hold	16,737	–	–	0.03%	201
2025 Q2	$399K	Sell	16,737 -1,273	-7%	-$28K	0.03%	202
2025 Q1	$388K	Buy	18,010 +10	+0.1%	+$227	0.04%	198
2024 Q4	$409K	Hold	18,000	–	–	0.04%	190
2024 Q3	$399K	Hold	18,000	–	–	0.04%	192
2024 Q2	$377K	Hold	18,000	–	–	0.04%	188
2024 Q1	$366K	Hold	18,000	–	–	0.04%	196
2023 Q4	$334K	Sell	18,000 -3	-0%	-$52	0.04%	199
2023 Q3	$299K	Buy	18,003 +3	+0%	+$52	0.04%	200
2023 Q2	$310K	Hold	18,000	–	–	0.04%	197
2023 Q1	$287K	Hold	18,000	–	–	0.04%	196
2022 Q4	$269K	Hold	18,000	–	–	0.04%	202
2022 Q3	$252K	Hold	18,000	–	–	0.04%	184
2022 Q2	$265K	Hold	18,000	–	–	0.04%	184
2022 Q1	$320K	Hold	18,000	–	–	0.04%	177
2021 Q4	$339K	Buy	+18,000	New	+$331K	0.04%	173

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

United Asset Strategies's SCHB Position: Q2 2026 in Review

United Asset Strategies held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,737 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #208.

United Asset Strategies first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

United Asset Strategies held 16,737 shares of Schwab US Broad Market ETF worth $485K as of Q2 2026.
United Asset Strategies left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #208 holding.
United Asset Strategies first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.