Voisard Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Voisard Asset Management 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	$313K	Sell	10,816 -281	-3%	-$7.87K	0.06%	86
2026 Q1	$279K	Buy	11,097 +96	+0.9%	+$2.52K	0.06%	81
2025 Q4	$289K	Buy	11,001 +114	+1%	+$2.97K	0.06%	81
2025 Q3	$280K	Sell	10,887 -15,924	-59%	-$394K	0.06%	81
2025 Q2	$639K	Sell	26,811 -4,560	-15%	-$100K	0.16%	51
2025 Q1	$675K	Buy	31,371 +33	+0.1%	+$751	0.2%	40
2024 Q4	$711K	Sell	31,338 -10,842	-26%	-$248K	0.24%	41
2024 Q3	$935K	Buy	+42,180	New	+$901K	0.39%	23

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

Voisard Asset Management Group's SCHB Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $7.87K and leaving 10,816 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #86.

Voisard Asset Management Group first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $935K in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Voisard Asset Management Group held 10,816 shares of Schwab US Broad Market ETF worth $313K as of Q2 2026.
Voisard Asset Management Group sold 281 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.87K.
Schwab US Broad Market ETF made up 0.06% of Voisard Asset Management Group's portfolio in Q2 2026, its #86 holding.
Voisard Asset Management Group first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
Voisard Asset Management Group's Schwab US Broad Market ETF position peaked at $935K in Q3 2024.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.