VisionPoint Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

VisionPoint Advisory Group’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	$546K	Hold	18,840	–	–	0.09%	239
2026 Q1	$473K	Hold	18,840	–	–	0.09%	231
2025 Q4	$494K	Hold	18,840	–	–	0.1%	214
2025 Q3	$484K	Hold	18,840	–	–	0.1%	210
2025 Q2	$449K	Hold	18,840	–	–	0.1%	198
2025 Q1	$406K	Buy	+18,840	New	+$429K	0.14%	134

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

VisionPoint Advisory Group's SCHB Position: Q2 2026 in Review

VisionPoint Advisory Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 18,840 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #239.

VisionPoint Advisory Group first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

VisionPoint Advisory Group held 18,840 shares of Schwab US Broad Market ETF worth $546K as of Q2 2026.
VisionPoint Advisory Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #239 holding.
VisionPoint Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.