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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
Q3 		$3.27M Buy
111,446
+6,580
+6% +$193K 0.21% 104
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

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

YHB Investment Advisors's SCHB Position: Q3 2026 in Review

YHB Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.3% in Q3 2026, buying an estimated $193K and bringing the position to 111,446 shares worth $3.27M. The position accounts for 0.21% of the portfolio, ranked #104.

YHB Investment Advisors first reported a position in SCHB in Q3 2020 and has held it in 25 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • YHB Investment Advisors held 111,446 shares of Schwab US Broad Market ETF worth $3.27M as of Q3 2026.
  • YHB Investment Advisors bought 6,580 Schwab US Broad Market ETF shares in Q3 2026, an estimated $193K.
  • Schwab US Broad Market ETF made up 0.21% of YHB Investment Advisors's portfolio in Q3 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 25 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.