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Values Added Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Values Added Financial’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 		$2.94M Buy
101,403
+4
+0% +$112 1.06% 25
2026
Q1 		$2.55M Buy
101,399
+5
+0% +$131 1.07% 27
2025
Q4 		$2.66M Sell
101,394
-407
-0.4% -$10.6K 1.12% 28
2025
Q3 		$2.62M Sell
101,801
-204
-0.2% -$5.05K 1.16% 27
2025
Q2 		$2.43M Sell
102,005
-1,138
-1% -$25.1K 1.18% 25
2025
Q1 		$2.22M Sell
103,143
-2,606
-2% -$59.3K 1.23% 24
2024
Q4 		$2.4M Sell
105,749
-1,351
-1% -$30.9K 1.39% 21
2024
Q3 		$2.37M Sell
107,100
-1,554
-1% -$33.2K 1.5% 21
2024
Q2 		$2.28M Sell
108,654
-255
-0.2% -$5.17K 1.64% 20
2024
Q1 		$2.22M Sell
108,909
-318
-0.3% -$6.15K 1.73% 20
2023
Q4 		$2.03M Buy
109,227
+1,953
+2% +$33.7K 1.66% 19
2023
Q3 		$1.78M Sell
107,274
-5,010
-4% -$86.7K 1.63% 18
2023
Q2 		$1.94M Buy
+112,284
New +$1.83M 1.81% 16

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

Values Added Financial's SCHB Position: Q2 2026 in Review

Values Added Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $112 and bringing the position to 101,403 shares worth $2.94M. The position accounts for 1.06% of the portfolio, ranked #25.

Values Added Financial first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Values Added Financial held 101,403 shares of Schwab US Broad Market ETF worth $2.94M as of Q2 2026.
  • Values Added Financial bought 4 Schwab US Broad Market ETF shares in Q2 2026, an estimated $112.
  • Schwab US Broad Market ETF made up 1.06% of Values Added Financial's portfolio in Q2 2026, its #25 holding.
  • Values Added Financial first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.