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Walkner Condon Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Walkner Condon Financial 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 		$728K Buy
25,140
+48
+0.2% +$1.34K 0.08% 156
2026
Q1 		$630K Buy
25,092
+1,754
+8% +$46K 0.08% 151
2025
Q4 		$612K Sell
23,338
-499
-2% -$13K 0.09% 155
2025
Q3 		$613K Hold
23,837
– – 0.1% 149
2025
Q2 		$568K Buy
23,837
+1,568
+7% +$34.5K 0.1% 142
2025
Q1 		$479K Buy
22,269
+1,575
+8% +$35.8K 0.1% 159
2024
Q4 		$470K Hold
20,694
– – 0.1% 168
2024
Q3 		$459K Hold
20,694
– – 0.09% 167
2024
Q2 		$434K Hold
20,694
– – 0.09% 159
2024
Q1 		$421K Hold
20,694
– – 0.09% 172
2023
Q4 		$384K Buy
20,694
+852
+4% +$14.7K 0.09% 180
2023
Q3 		$330K Hold
19,842
– – 0.09% 178
2023
Q2 		$342K Hold
19,842
– – 0.09% 168
2023
Q1 		$316K Hold
19,842
– – 0.09% 166
2022
Q4 		$296K Hold
19,842
– – 0.09% 166
2022
Q3 		$278K Sell
19,842
-1,314
-6% -$20.4K 0.09% 167
2022
Q2 		$312K Buy
21,156
+6,246
+42% +$100K 0.1% 166
2022
Q1 		$265K Hold
14,910
– – 0.08% 185
2021
Q4 		$281K Buy
+14,910
New +$274K 0.18% 103

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

Walkner Condon Financial Advisors's SCHB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.19% in Q2 2026, buying an estimated $1.34K and bringing the position to 25,140 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #156.

Walkner Condon Financial Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Walkner Condon Financial Advisors held 25,140 shares of Schwab US Broad Market ETF worth $728K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 48 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.34K.
  • Schwab US Broad Market ETF made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.