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WFA of San Diego’s Schwab US Broad Market ETF SCHB Stock Holding History

WFA of San Diego’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 		$2M Sell
66,345
-3,297
-5% -$92.3K 1.63% 19
2026
Q1 		$1.75M Sell
69,642
-4,464
-6% -$117K 1.4% 19
2025
Q4 		$1.94M Sell
74,106
-2,244
-3% -$58.4K 1.42% 19
2025
Q3 		$1.96M Sell
76,350
-593
-0.8% -$14.7K 1.34% 21
2025
Q2 		$1.83M Buy
+76,943
New +$1.69M 1.35% 20
2024
Q3 		$2.15M Sell
96,780
-4,122
-4% -$88K 1.81% 12
2024
Q2 		$2.11M Buy
+100,902
New +$2.04M 1.89% 10
2023
Q3 		$1.97M Sell
118,686
-20,280
-15% -$351K 2.04% 8
2023
Q2 		$2.39M Sell
138,966
-5,823
-4% -$94.9K 2.35% 7
2023
Q1 		$2.31M Sell
144,789
-51,810
-26% -$810K 2.41% 10
2022
Q4 		$2.94M Sell
196,599
-5,421
-3% -$81.5K 2.25% 8
2022
Q3 		$2.83M Sell
202,020
-11,718
-5% -$182K 2.55% 9
2022
Q2 		$3.15M Sell
213,738
-33,105
-13% -$531K 2.7% 7
2022
Q1 		$4.39M Sell
246,843
-3,705
-1% -$65K 3.34% 7
2021
Q4 		$4.72M Sell
250,548
-5,094
-2% -$93.7K 2.74% 8
2021
Q3 		$4.42M Sell
255,642
-17,400
-6% -$309K 3.1% 6
2021
Q2 		$4.75M Sell
273,042
-4,878
-2% -$82.6K 3.68% 6
2021
Q1 		$4.48M Sell
277,920
-39,012
-12% -$615K 3.72% 5
2020
Q4 		$90 Sell
316,932
-2,520
-0.8% -$35.9K 0.02% 59
2020
Q3 		$4.24M Sell
319,452
-5,160
-2% -$67.8K 4.01% 6
2020
Q2 		$3.98M Buy
+324,612
New +$3.74M 0.93% 20

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 $103B AUM 28.65% 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

WFA of San Diego's SCHB Position: Q2 2026 in Review

WFA of San Diego reduced its Schwab US Broad Market ETF (SCHB) stake by 4.7% in Q2 2026, selling an estimated $92.3K and leaving 66,345 shares worth $2M. The position accounts for 1.63% of the portfolio, ranked #19.

WFA of San Diego first reported a position in SCHB in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.75M in Q2 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WFA of San Diego held 66,345 shares of Schwab US Broad Market ETF worth $2M as of Q2 2026.
  • WFA of San Diego sold 3,297 Schwab US Broad Market ETF shares in Q2 2026, an estimated $92.3K.
  • Schwab US Broad Market ETF made up 1.63% of WFA of San Diego's portfolio in Q2 2026, its #19 holding.
  • WFA of San Diego first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's Schwab US Broad Market ETF position peaked at $4.75M in Q2 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.