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

YHB 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 		$3.04M Sell
104,866
-546
-0.5% -$15.3K 0.19% 104
2026
Q1 		$2.65M Sell
105,412
-113
-0.1% -$2.96K 0.19% 107
2025
Q4 		$2.77M Buy
105,525
+507
+0.5% +$13.2K 0.19% 103
2025
Q3 		$2.7M Buy
105,018
+5,536
+6% +$137K 0.2% 104
2025
Q2 		$2.37M Buy
99,482
+2,203
+2% +$48.5K 0.18% 113
2025
Q1 		$2.09M Buy
97,279
+1,772
+2% +$40.3K 0.17% 120
2024
Q4 		$2.17M Sell
95,507
-1,720
-2% -$39.3K 0.18% 112
2024
Q3 		$2.16M Sell
97,227
-351
-0.4% -$7.49K 0.18% 112
2024
Q2 		$2.04M Sell
97,578
-1,467
-1% -$29.7K 0.18% 114
2024
Q1 		$2.02M Sell
99,045
-2,151
-2% -$41.6K 0.18% 116
2023
Q4 		$1.88M Sell
101,196
-10,032
-9% -$173K 0.18% 117
2023
Q3 		$1.85M Sell
111,228
-11,658
-9% -$202K 0.17% 116
2023
Q2 		$2.12M Sell
122,886
-3,159
-3% -$51.5K 0.2% 114
2023
Q1 		$2.01M Sell
126,045
-7,137
-5% -$112K 0.2% 106
2022
Q4 		$1.99M Sell
133,182
-19,740
-13% -$297K 0.21% 102
2022
Q3 		$2.14M Sell
152,922
-22,683
-13% -$353K 0.24% 98
2022
Q2 		$2.59M Sell
175,605
-2,925
-2% -$46.9K 0.27% 93
2022
Q1 		$3.18M Buy
178,530
+8,946
+5% +$157K 0.28% 90
2021
Q4 		$3.19M Buy
169,584
+14,916
+10% +$274K 0.25% 95
2021
Q3 		$2.68M Buy
154,668
+17,964
+13% +$319K 0.23% 107
2021
Q2 		$2.38M Buy
136,704
+15,654
+13% +$265K 0.2% 114
2021
Q1 		$2.05M Buy
121,050
+11,928
+11% +$188K 0.18% 119
2020
Q4 		$1.66M Buy
109,122
+19,170
+21% +$273K 0.16% 128
2020
Q3 		$1.19M Buy
+89,952
New +$1.18M 0.13% 141

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

YHB Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.52% in Q2 2026, selling an estimated $15.3K and leaving 104,866 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #104.

YHB Investment Advisors first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.19M in Q4 2021. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • YHB Investment Advisors held 104,866 shares of Schwab US Broad Market ETF worth $3.04M as of Q2 2026.
  • YHB Investment Advisors sold 546 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15.3K.
  • Schwab US Broad Market ETF made up 0.19% of YHB Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • YHB Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Schwab US Broad Market ETF position peaked at $3.19M in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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