ZF
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Zhang Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Zhang Financial’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 		$19.1M Sell
660,423
-5,958
-0.9% -$167K 0.56% 42
2026
Q1 		$16.7M Buy
666,381
+17,986
+3% +$472K 0.58% 37
2025
Q4 		$17M Sell
648,395
-2,411
-0.4% -$62.8K 0.63% 35
2025
Q3 		$16.7M Buy
650,806
+82,547
+15% +$2.04M 0.68% 33
2025
Q2 		$13.5M Buy
568,259
+76,612
+16% +$1.69M 0.62% 33
2025
Q1 		$10.6M Buy
491,647
+51,417
+12% +$1.17M 0.56% 34
2024
Q4 		$9.99M Sell
440,230
-8,003
-2% -$183K 0.57% 33
2024
Q3 		$9.94M Sell
448,233
-10,581
-2% -$226K 0.63% 28
2024
Q2 		$9.62M Buy
458,814
+1,644
+0.4% +$33.3K 0.67% 27
2024
Q1 		$9.3M Sell
457,170
-4,425
-1% -$85.6K 0.69% 26
2023
Q4 		$8.57M Buy
461,595
+23,532
+5% +$406K 0.74% 25
2023
Q3 		$7.32M Buy
438,063
+7,296
+2% +$126K 0.74% 24
2023
Q2 		$7.43M Sell
430,767
-38,253
-8% -$624K 0.76% 23
2023
Q1 		$7.48M Sell
469,020
-5,157
-1% -$80.6K 0.85% 25
2022
Q4 		$7.08M Buy
474,177
+1,173
+0.2% +$17.6K 0.9% 25
2022
Q3 		$6.62M Buy
473,004
+38,913
+9% +$605K 1% 21
2022
Q2 		$6.39M Buy
434,091
+18,441
+4% +$296K 1.03% 19
2022
Q1 		$7.4M Buy
415,650
+104,322
+34% +$1.83M 1.25% 15
2021
Q4 		$5.86M Buy
311,328
+90,474
+41% +$1.66M 1.04% 19
2021
Q3 		$3.82M Buy
220,854
+7,230
+3% +$129K 0.88% 22
2021
Q2 		$3.71M Sell
213,624
-7,440
-3% -$126K 0.91% 20
2021
Q1 		$3.62M Buy
221,064
+6,120
+3% +$96.5K 0.97% 17
2020
Q4 		$3.28M Sell
214,944
-9,144
-4% -$130K 1.01% 16
2020
Q3 		$3.03M Sell
224,088
-12,954
-5% -$170K 1.09% 16
2020
Q2 		$2.95M Sell
237,042
-17,040
-7% -$196K 1.14% 17
2020
Q1 		$2.67M Buy
254,082
+402
+0.2% +$4.86K 1.18% 17
2019
Q4 		$3.29M Sell
253,680
-14,538
-5% -$178K 1.25% 15
2019
Q3 		$3.18M Sell
268,218
-9,846
-4% -$116K 1.34% 15
2019
Q2 		$3.27M Sell
278,064
-16,182
-5% -$187K 1.37% 13
2019
Q1 		$3.34M Buy
294,246
+42,822
+17% +$468K 1.44% 13
2018
Q4 		$2.51M Buy
+251,424
New +$2.72M 1.21% 15

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Zhang Financial's SCHB Position: Q2 2026 in Review

Zhang Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 0.89% in Q2 2026, selling an estimated $167K and leaving 660,423 shares worth $19.1M. The position accounts for 0.56% of the portfolio, ranked #42.

Zhang Financial first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Zhang Financial held 660,423 shares of Schwab US Broad Market ETF worth $19.1M as of Q2 2026.
  • Zhang Financial sold 5,958 Schwab US Broad Market ETF shares in Q2 2026, an estimated $167K.
  • Schwab US Broad Market ETF made up 0.56% of Zhang Financial's portfolio in Q2 2026, its #42 holding.
  • Zhang Financial first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.