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Vickerman Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Vickerman Investment 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 		$427K Buy
14,745
+39
+0.3% +$1.09K 0.08% 80
2026
Q1 		$369K Buy
14,706
+41
+0.3% +$1.08K 0.08% 77
2025
Q4 		$385K Sell
14,665
-4,313
-23% -$112K 0.08% 75
2025
Q3 		$488K Buy
18,978
+111
+0.6% +$2.75K 0.1% 63
2025
Q2 		$450K Buy
18,867
+56
+0.3% +$1.23K 0.1% 64
2025
Q1 		$405K Buy
18,811
+107
+0.6% +$2.43K 0.09% 68
2024
Q4 		$425K Buy
18,704
+422
+2% +$9.64K 0.12% 57
2024
Q3 		$405K Buy
18,282
+114
+0.6% +$2.43K 0.12% 56
2024
Q2 		$381K Hold
18,168
– – 0.12% 56
2024
Q1 		$370K Buy
18,168
+189
+1% +$3.66K 0.12% 57
2023
Q4 		$334K Buy
17,979
+237
+1% +$4.09K 0.11% 57
2023
Q3 		$295K Buy
17,742
+309
+2% +$5.35K 0.12% 61
2023
Q2 		$300K Buy
17,433
+48
+0.3% +$782 0.12% 61
2023
Q1 		$277K Buy
17,385
+702
+4% +$11K 0.11% 64
2022
Q4 		$249K Buy
+16,683
New +$251K 0.11% 66

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

Vickerman Investment Advisors's SCHB Position: Q2 2026 in Review

Vickerman Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $1.09K and bringing the position to 14,745 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #80.

Vickerman Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $488K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vickerman Investment Advisors held 14,745 shares of Schwab US Broad Market ETF worth $427K as of Q2 2026.
  • Vickerman Investment Advisors bought 39 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.09K.
  • Schwab US Broad Market ETF made up 0.08% of Vickerman Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Vickerman Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Vickerman Investment Advisors's Schwab US Broad Market ETF position peaked at $488K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.