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Advus Financial Partners, LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Advus Financial Partners, LLC’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 		$3.45M Sell
119,245
-11,153
-9% -$312K 0.78% 27
2026
Q1 		$3.27M Sell
130,398
-2,637
-2% -$69.2K 0.82% 29
2025
Q4 		$3.49M Sell
133,035
-14,194
-10% -$370K 0.85% 27
2025
Q3 		$3.79M Sell
147,229
-21,705
-13% -$537K 0.91% 25
2025
Q2 		$4.03M Sell
168,934
-95,882
-36% -$2.11M 1.03% 23
2025
Q1 		$5.7M Sell
264,816
-6,120
-2% -$139K 1.6% 11
2024
Q4 		$6.15M Buy
270,936
+5,664
+2% +$129K 1.73% 11
2024
Q3 		$5.88M Sell
265,272
-4,929
-2% -$105K 1.68% 11
2024
Q2 		$5.66M Sell
270,201
-8,877
-3% -$180K 1.73% 11
2024
Q1 		$5.68M Sell
279,078
-26,709
-9% -$517K 1.76% 11
2023
Q4 		$5.67M Sell
305,787
-177,348
-37% -$3.06M 1.95% 9
2023
Q3 		$8.03M Buy
483,135
+2,808
+0.6% +$48.6K 3.16% 7
2023
Q2 		$8.28M Buy
480,327
+20,283
+4% +$331K 3.19% 6
2023
Q1 		$7.34M Buy
460,044
+38,673
+9% +$605K 3.04% 7
2022
Q4 		$6.29M Sell
421,371
-5,145
-1% -$77.3K 2.74% 8
2022
Q3 		$5.97M Sell
426,516
-2,097
-0.5% -$32.6K 3.18% 7
2022
Q2 		$6.31M Buy
428,613
+8,496
+2% +$136K 3.33% 7
2022
Q1 		$7.48M Buy
+420,117
New +$7.37M 3.81% 4
2021
Q3 		$7.67M Buy
+407,358
New +$7.24M 4.23% 5

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

Advus Financial Partners, LLC's SCHB Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 8.6% in Q2 2026, selling an estimated $312K and leaving 119,245 shares worth $3.45M. The position accounts for 0.78% of the portfolio, ranked #27.

Advus Financial Partners, LLC first reported a position in SCHB in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.28M in Q2 2023. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Advus Financial Partners, LLC held 119,245 shares of Schwab US Broad Market ETF worth $3.45M as of Q2 2026.
  • Advus Financial Partners, LLC sold 11,153 Schwab US Broad Market ETF shares in Q2 2026, an estimated $312K.
  • Schwab US Broad Market ETF made up 0.78% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #27 holding.
  • Advus Financial Partners, LLC first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Schwab US Broad Market ETF position peaked at $8.28M in Q2 2023.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.