Wealthfront Advisers
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Wealthfront Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthfront Advisers’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 		$1.49B Sell
51,435,009
-1,121,129
-2% -$31.4M 2.86% 8
2026
Q1 		$1.32B Sell
52,556,138
-1,008,153
-2% -$26.5M 2.9% 8
2025
Q4 		$1.4B Sell
53,564,291
-1,533,696
-3% -$39.9M 3.14% 8
2025
Q3 		$1.42B Sell
55,097,987
-1,262,961
-2% -$31.3M 3.33% 8
2025
Q2 		$1.34B Sell
56,360,948
-2,065,401
-4% -$45.5M 3.46% 8
2025
Q1 		$1.26B Sell
58,426,349
-1,796,603
-3% -$40.9M 3.38% 9
2024
Q4 		$1.37B Sell
60,222,952
-1,578,014
-3% -$36M 3.99% 6
2024
Q3 		$1.37B Sell
61,800,966
-1,710,972
-3% -$36.5M 4.21% 7
2024
Q2 		$1.33B Sell
63,511,938
-2,183,925
-3% -$44.2M 4.48% 7
2024
Q1 		$1.34B Sell
65,695,863
-2,669,094
-4% -$51.6M 4.68% 7
2023
Q4 		$1.27B Sell
68,364,957
-2,449,593
-3% -$42.3M 4.87% 6
2023
Q3 		$1.18B Sell
70,814,550
-2,361,465
-3% -$40.9M 5.07% 6
2023
Q2 		$1.26B Sell
73,176,015
-4,434,888
-6% -$72.3M 5.35% 7
2023
Q1 		$1.24B Sell
77,610,903
-15,672,735
-17% -$245M 5.63% 7
2022
Q4 		$1.39B Buy
93,283,638
+13,902,048
+18% +$209M 6.75% 4
2022
Q3 		$1.11B Sell
79,381,590
-13,521,087
-15% -$210M 5.91% 6
2022
Q2 		$1.37B Buy
92,902,677
+8,673,024
+10% +$139M 6.88% 6
2022
Q1 		$1.5B Sell
84,229,653
-2,905,959
-3% -$51M 6.57% 5
2021
Q4 		$1.64B Buy
87,135,612
+10,129,464
+13% +$186M 6.94% 5
2021
Q3 		$1.33B Buy
77,006,148
+10,880,826
+16% +$194M 6.18% 6
2021
Q2 		$1.15B Buy
66,125,322
+4,256,550
+7% +$72M 5.46% 6
2021
Q1 		$997M Buy
61,868,772
+7,130,652
+13% +$112M 5.34% 6
2020
Q4 		$830M Sell
54,738,120
-304,974
-0.6% -$4.34M 4.99% 7
2020
Q3 		$731M Buy
55,043,094
+1,182,792
+2% +$15.6M 5.22% 7
2020
Q2 		$660M Sell
53,860,302
-20,584,278
-28% -$237M 5.12% 7
2020
Q1 		$750M Buy
74,444,580
+8,044,248
+12% +$97.3M 6.81% 7
2019
Q4 		$851M Buy
66,400,332
+1,214,268
+2% +$14.9M 6.31% 7
2019
Q3 		$772M Buy
65,186,064
+1,636,410
+3% +$19.3M 6.47% 6
2019
Q2 		$747M Buy
63,549,654
+3,745,596
+6% +$43.3M 6.49% 6
2019
Q1 		$678M Sell
59,804,058
-2,481,762
-4% -$27.1M 6.29% 6
2018
Q4 		$622M Buy
+62,285,820
New +$673M 6.61% 6

Other funds holding SCHB

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Wealthfront Advisers's SCHB Position: Q2 2026 in Review

Wealthfront Advisers reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $31.4M and leaving 51,435,009 shares worth $1.49B. The position accounts for 2.86% of the portfolio, ranked #8.

Wealthfront Advisers first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.64B in Q4 2021. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wealthfront Advisers held 51,435,009 shares of Schwab US Broad Market ETF worth $1.49B as of Q2 2026.
  • Wealthfront Advisers sold 1,121,129 Schwab US Broad Market ETF shares in Q2 2026, an estimated $31.4M.
  • Schwab US Broad Market ETF made up 2.86% of Wealthfront Advisers's portfolio in Q2 2026, its #8 holding.
  • Wealthfront Advisers first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthfront Advisers's Schwab US Broad Market ETF position peaked at $1.64B in Q4 2021.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.