VSM Wealth Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

VSM Wealth Advisory’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	$12.8M	Sell	442,453 -4,525	-1%	-$127K	3.4%	10
2026 Q1	$11.2M	Sell	446,978 -3,640	-0.8%	-$95.5K	3.35%	10
2025 Q4	$11.8M	Sell	450,618 -7,957	-2%	-$207K	3.55%	8
2025 Q3	$11.8M	Sell	458,575 -10,839	-2%	-$268K	3.67%	8
2025 Q2	$11.2M	Sell	469,414 -7,676	-2%	-$169K	3.69%	8
2025 Q1	$10.3M	Sell	477,090 -3,282	-0.7%	-$74.7K	3.69%	8
2024 Q4	$10.9M	Buy	+480,372	New	+$11M	3.89%	8

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 $104B AUM 28.3% 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

VSM Wealth Advisory's SCHB Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $127K and leaving 442,453 shares worth $12.8M. The position accounts for 3.4% of the portfolio, ranked #10.

VSM Wealth Advisory first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

VSM Wealth Advisory held 442,453 shares of Schwab US Broad Market ETF worth $12.8M as of Q2 2026.
VSM Wealth Advisory sold 4,525 Schwab US Broad Market ETF shares in Q2 2026, an estimated $127K.
Schwab US Broad Market ETF made up 3.4% of VSM Wealth Advisory's portfolio in Q2 2026, its #10 holding.
VSM Wealth Advisory first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.