71 West Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

71 West Capital Partners’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	$556K	Hold	19,185	–	–	0.02%	211
2026 Q1	$482K	Hold	19,185	–	–	0.02%	172
2025 Q4	$503K	Buy	+19,185	New	+$499K	0.02%	139

Other funds holding SCHB

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Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

71 West Capital Partners's SCHB Position: Q2 2026 in Review

71 West Capital Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 19,185 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #211.

71 West Capital Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

71 West Capital Partners held 19,185 shares of Schwab US Broad Market ETF worth $556K as of Q2 2026.
71 West Capital Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.02% of 71 West Capital Partners's portfolio in Q2 2026, its #211 holding.
71 West Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.