Able Wealth Management
SCHB icon

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
Q3 		$449K Sell
15,052
-138
-0.9% -$4.05K 0.1% 91
2026
Q2 		$440K Buy
15,190
+261
+2% +$7.31K 0.1% 86
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Able Wealth Management's SCHB Position: Q3 2026 in Review

Able Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.91% in Q3 2026, selling an estimated $4.05K and leaving 15,052 shares worth $449K. 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 12 quarters since. 545 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Able Wealth Management held 15,052 shares of Schwab US Broad Market ETF worth $449K as of Q3 2026.
  • Able Wealth Management sold 138 Schwab US Broad Market ETF shares in Q3 2026, an estimated $4.05K.
  • Schwab US Broad Market ETF made up 0.1% of Able Wealth Management's portfolio in Q3 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 12 quarters since.
  • 545 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.