Wiser Advisor Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Wiser Advisor Group’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	$13.6K	Buy	469 +1	+0.2%	+$28	0.01%	152
2026 Q1	$11.7K	Buy	468 +1	+0.2%	+$26	0.01%	157
2025 Q4	$12.2K	Sell	467 -678	-59%	-$17.6K	0.01%	163
2025 Q3	$29.4K	Buy	+1,145	New	+$28.3K	0.04%	113
2025 Q2	–	Sell	-1,179	Closed	-$25.4K	–	214
2025 Q1	$25.4K	Buy	1,179 +3	+0.3%	+$68	0.04%	133
2024 Q4	$26.7K	Buy	1,176 +3	+0.3%	+$69	0.04%	132
2024 Q3	$26K	Buy	1,173 +6	+0.5%	+$128	0.04%	136
2024 Q2	$24.4K	Buy	1,167 +6	+0.5%	+$122	0.04%	134
2024 Q1	$23.7K	Sell	1,161 -3	-0.3%	-$58	0.04%	137
2023 Q4	$21.6K	Buy	+1,164	New	+$20.1K	0.04%	144

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 $103B AUM 28.65% 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

Wiser Advisor Group's SCHB Position: Q2 2026 in Review

Wiser Advisor Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.21% in Q2 2026, buying an estimated $28 and bringing the position to 469 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #152.

Wiser Advisor Group first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.4K in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Wiser Advisor Group held 469 shares of Schwab US Broad Market ETF worth $13.6K as of Q2 2026.
Wiser Advisor Group bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
Schwab US Broad Market ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #152 holding.
Wiser Advisor Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Schwab US Broad Market ETF position peaked at $29.4K in Q3 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.