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

VERITY Wealth 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	$308K	Hold	10,620	–	–	0.19%	64
2026 Q1	$267K	Sell	10,620 -45,468	-81%	-$1.19M	0.18%	69
2025 Q4	$1.47M	Hold	56,088	–	–	0.91%	16
2025 Q3	$1.44M	Hold	56,088	–	–	0.91%	15
2025 Q2	$1.34M	Hold	56,088	–	–	0.9%	16
2025 Q1	$1.21M	Hold	56,088	–	–	0.9%	16
2024 Q4	$1.27M	Hold	56,088	–	–	0.92%	17
2024 Q3	$1.24M	Hold	56,088	–	–	0.87%	19
2024 Q2	$1.18M	Hold	56,088	–	–	0.88%	18
2024 Q1	$1.14M	Hold	56,088	–	–	0.88%	19
2023 Q4	$1.04M	Hold	56,088	–	–	0.89%	24
2023 Q3	$932K	Sell	56,088 -198	-0.4%	-$3.43K	0.88%	23
2023 Q2	$970K	Hold	56,286	–	–	0.87%	22
2023 Q1	$898K	Buy	56,286 +150	+0.3%	+$2.35K	0.83%	23
2022 Q4	$838K	Hold	56,136	–	–	0.82%	25
2022 Q3	$786K	Hold	56,136	–	–	0.81%	26
2022 Q2	$827K	Buy	56,136 +48	+0.1%	+$770	0.8%	26
2022 Q1	$998K	Hold	56,088	–	–	0.88%	26
2021 Q4	$1.06M	Hold	56,088	–	–	0.88%	23
2021 Q3	$971K	Sell	56,088 -3,180	-5%	-$56.6K	0.87%	22
2021 Q2	$1.03M	Hold	59,268	–	–	0.93%	20
2021 Q1	$955K	Sell	59,268 -3,150	-5%	-$49.7K	0.85%	24
2020 Q4	$947K	Hold	62,418	–	–	0.86%	24
2020 Q3	$828K	Sell	62,418 -18,342	-23%	-$241K	0.85%	25
2020 Q2	$989K	Hold	80,760	–	–	1.06%	20
2020 Q1	$813K	Hold	80,760	–	–	1.1%	23
2019 Q4	$1.03M	Hold	80,760	–	–	1%	23
2019 Q3	$956K	Hold	80,760	–	–	0.94%	24
2019 Q2	$949K	Sell	80,760 -6	-0%	-$69	0.93%	24
2019 Q1	$916K	Sell	80,766 -17,148	-18%	-$187K	0.94%	25
2018 Q4	$978K	Buy	+97,914	New	+$1.06M	1.13%	26

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

VERITY Wealth Advisors's SCHB Position: Q2 2026 in Review

VERITY Wealth Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,620 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #64.

VERITY Wealth Advisors first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q4 2025. 408 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

VERITY Wealth Advisors held 10,620 shares of Schwab US Broad Market ETF worth $308K as of Q2 2026.
VERITY Wealth Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.19% of VERITY Wealth Advisors's portfolio in Q2 2026, its #64 holding.
VERITY Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.47M in Q4 2025.
408 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.