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

West 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 		$483K Hold
16,681
– – 0.07% 48
2026
Q1 		$419K Sell
16,681
-627
-4% -$16.5K 0.07% 47
2025
Q4 		$454K Sell
17,308
-1,082
-6% -$28.2K 0.08% 45
2025
Q3 		$473K Sell
18,390
-813
-4% -$20.1K 0.08% 48
2025
Q2 		$458K Sell
19,203
-6,951
-27% -$153K 0.08% 46
2025
Q1 		$563K Hold
26,154
– – 0.11% 42
2024
Q4 		$594K Sell
26,154
-264
-1% -$6.03K 0.11% 41
2024
Q3 		$586K Sell
26,418
-741
-3% -$15.8K 0.11% 41
2024
Q2 		$569K Buy
27,159
+600
+2% +$12.2K 0.12% 40
2024
Q1 		$540K Hold
26,559
– – 0.12% 41
2023
Q4 		$493K Sell
26,559
-495
-2% -$8.55K 0.11% 42
2023
Q3 		$450K Sell
27,054
-201
-0.7% -$3.48K 0.11% 42
2023
Q2 		$470K Sell
27,255
-357
-1% -$5.82K 0.12% 39
2023
Q1 		$440K Buy
27,612
+432
+2% +$6.75K 0.12% 40
2022
Q4 		$406K Sell
27,180
-5,340
-16% -$80.3K 0.11% 39
2022
Q3 		$455K Sell
32,520
-4,422
-12% -$68.8K 0.14% 39
2022
Q2 		$544K Sell
36,942
-10,380
-22% -$167K 0.16% 34
2022
Q1 		$842K Buy
47,322
+7,932
+20% +$139K 0.22% 32
2021
Q4 		$742K Buy
39,390
+3,984
+11% +$73.3K 0.2% 31
2021
Q3 		$613K Buy
35,406
+1,050
+3% +$18.7K 0.18% 31
2021
Q2 		$597K Buy
34,356
+444
+1% +$7.51K 0.18% 28
2021
Q1 		$547K Buy
33,912
+288
+0.9% +$4.54K 0.18% 30
2020
Q4 		$510K Buy
+33,624
New +$479K 0.18% 28

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

West Financial Advisors's SCHB Position: Q2 2026 in Review

West Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,681 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #48.

West Financial Advisors first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $842K in Q1 2022. 1,393 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • West Financial Advisors held 16,681 shares of Schwab US Broad Market ETF worth $483K as of Q2 2026.
  • West Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of West Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • West Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Schwab US Broad Market ETF position peaked at $842K in Q1 2022.
  • 1,393 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.