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Valley Forge Investment Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Valley Forge Investment Consultants’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 		$8.13M Sell
324,037
-2,323
-0.7% -$61K 2.44% 7
2025
Q4 		$8.56M Sell
326,360
-474
-0.1% -$12.3K 2.49% 7
2025
Q3 		$8.4M Sell
326,834
-4,875
-1% -$121K 2.46% 7
2025
Q2 		$7.9M Buy
331,709
+7,133
+2% +$157K 2.53% 6
2025
Q1 		$6.99M Sell
324,576
-2,656
-0.8% -$60.4K 2.49% 6
2024
Q4 		$7.43M Sell
327,232
-7,751
-2% -$177K 2.55% 6
2024
Q3 		$7.43M Sell
334,983
-63,387
-16% -$1.35M 2.59% 6
2024
Q2 		$8.35M Sell
398,370
-9
-0% -$182 3.16% 6
2024
Q1 		$8.11M Buy
398,379
+1,041
+0.3% +$20.1K 3.16% 6
2023
Q4 		$7.37M Sell
397,338
-46,788
-11% -$808K 3.28% 6
2023
Q3 		$7.38M Sell
444,126
-16,548
-4% -$286K 3.36% 6
2023
Q2 		$7.94M Sell
460,674
-6,516
-1% -$106K 3.91% 6
2023
Q1 		$7.45M Sell
467,190
-7,170
-2% -$112K 3.86% 6
2022
Q4 		$7.09M Sell
474,360
-3,924
-0.8% -$59K 3.74% 6
2022
Q3 		$6.69M Buy
478,284
+2,304
+0.5% +$35.8K 3.68% 6
2022
Q2 		$7.01M Buy
475,980
+408
+0.1% +$6.55K 3.5% 6
2022
Q1 		$8.46M Sell
475,572
-5,622
-1% -$98.7K 3.49% 6
2021
Q4 		$9.06M Buy
481,194
+97,830
+26% +$1.8M 4.01% 6
2021
Q3 		$6.64M Buy
383,364
+46,542
+14% +$828K 3.56% 6
2021
Q2 		$5.85M Sell
336,822
-15,888
-5% -$269K 3.16% 7
2021
Q1 		$5.68M Sell
352,710
-31,356
-8% -$494K 3.89% 6
2020
Q4 		$5.82M Buy
+384,066
New +$5.47M 5.07% 6

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Valley Forge Investment Consultants's SCHB Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its Schwab US Broad Market ETF (SCHB) stake by 0.71% in Q1 2026, selling an estimated $61K and leaving 324,037 shares worth $8.13M. The position accounts for 2.44% of the portfolio, ranked #7.

Valley Forge Investment Consultants first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.06M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Valley Forge Investment Consultants held 324,037 shares of Schwab US Broad Market ETF worth $8.13M as of Q1 2026.
  • Valley Forge Investment Consultants sold 2,323 Schwab US Broad Market ETF shares in Q1 2026, an estimated $61K.
  • Schwab US Broad Market ETF made up 2.44% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #7 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's Schwab US Broad Market ETF position peaked at $9.06M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.