Able Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Able Wealth Management’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 Q1	$375K	Hold	14,929	–	–	0.1%	91
2025 Q4	$392K	Hold	14,929	–	–	0.12%	83
2025 Q3	$384K	Hold	14,929	–	–	0.14%	75
2025 Q2	$356K	Hold	14,929	–	–	0.18%	80
2025 Q1	$321K	Hold	14,929	–	–	0.19%	78
2024 Q4	$339K	Buy	14,929 +1	+0%	+$23	0.22%	66
2024 Q3	$331K	Buy	14,928 +18	+0.1%	+$384	0.25%	65
2024 Q2	$313K	Hold	14,910	–	–	0.26%	60
2024 Q1	$303K	Sell	14,910 -738	-5%	-$14.3K	0.26%	60
2023 Q4	$290K	Buy	+15,648	New	+$270K	0.26%	56

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Able Wealth Management's SCHB Position: Q1 2026 in Review

Able Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 14,929 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #91.

Able Wealth Management first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Able Wealth Management held 14,929 shares of Schwab US Broad Market ETF worth $375K as of Q1 2026.
Able Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
Schwab US Broad Market ETF made up 0.1% of Able Wealth Management's portfolio in Q1 2026, its #91 holding.
Able Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's Schwab US Broad Market ETF position peaked at $392K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.