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World Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

World Investment 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 		$1.78M Sell
70,598
-33
-0% -$924 0.03% 515
2026
Q1 		$1.77M Buy
70,631
+14,600
+26% +$383K 0.03% 525
2025
Q4 		$1.47M Buy
56,031
+3,512
+7% +$91.4K 0.02% 561
2025
Q3 		$1.35M Buy
52,519
+730
+1% +$18.1K 0.03% 495
2025
Q2 		$1.23M Buy
51,789
+764
+1% +$16.8K 0.03% 469
2025
Q1 		$1.1M Buy
51,025
+312
+0.6% +$7.1K 0.03% 480
2024
Q4 		$1.15M Buy
50,713
+1,303
+3% +$29.8K 0.03% 443
2024
Q3 		$1.1M Buy
49,410
+26,904
+120% +$574K 0.03% 404
2024
Q2 		$472K Hold
22,506
– – 0.03% 416
2024
Q1 		$458K Buy
22,506
+1,167
+5% +$22.6K 0.07% 228
2023
Q4 		$396K Hold
21,339
– – 0.05% 261
2023
Q3 		$355K Hold
21,339
– – 0.07% 179
2023
Q2 		$368K Hold
21,339
– – 0.07% 169
2023
Q1 		$340K Hold
21,339
– – 0.07% 170
2022
Q4 		$319K Buy
+21,339
New +$321K 0.07% 170

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

World Investment Advisors's SCHB Position: Q2 2026 in Review

World Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, selling an estimated $924 and leaving 70,598 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #515.

World Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • World Investment Advisors held 70,598 shares of Schwab US Broad Market ETF worth $1.78M as of Q2 2026.
  • World Investment Advisors sold 33 Schwab US Broad Market ETF shares in Q2 2026, an estimated $924.
  • Schwab US Broad Market ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • World Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.