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

Abound 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
Q2 		$1.08M Buy
37,430
+629
+2% +$17.6K 0.22% 35
2026
Q1 		$924K Buy
36,801
+5,221
+17% +$137K 0.21% 38
2025
Q4 		$828K Buy
31,580
+3,796
+14% +$98.8K 0.19% 37
2025
Q3 		$714K Buy
27,784
+1,066
+4% +$26.4K 0.18% 38
2025
Q2 		$637K Buy
26,718
+17,029
+176% +$375K 0.18% 41
2025
Q1 		$209K Buy
9,689
+53
+0.6% +$1.21K 0.07% 66
2024
Q4 		$219K Sell
9,636
-2,322
-19% -$53K 0.07% 64
2024
Q3 		$265K Sell
11,958
-3,876
-24% -$82.8K 0.09% 50
2024
Q2 		$332K Sell
15,834
-213
-1% -$4.32K 0.12% 42
2024
Q1 		$327K Buy
16,047
+2,979
+23% +$57.6K 0.12% 41
2023
Q4 		$242K Buy
13,068
+3,831
+41% +$66.2K 0.1% 48
2023
Q3 		$153K Sell
9,237
-111
-1% -$1.92K 0.07% 62
2023
Q2 		$161K Sell
9,348
-1,434
-13% -$23.4K 0.07% 61
2023
Q1 		$172K Buy
10,782
+2,295
+27% +$35.9K 0.08% 55
2022
Q4 		$127K Buy
8,487
+45
+0.5% +$676 0.06% 60
2022
Q3 		$118K Sell
8,442
-118,707
-93% -$1.85M 0.06% 55
2022
Q2 		$1.87M Buy
127,149
+119,220
+1,504% +$1.91M 1.04% 19
2022
Q1 		$141K Buy
7,929
+1,419
+22% +$24.9K 0.1% 47
2021
Q4 		$123K Buy
+6,510
New +$120K 0.1% 47

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Abound Wealth Management's SCHB Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, buying an estimated $17.6K and bringing the position to 37,430 shares worth $1.08M. The position accounts for 0.22% of the portfolio, ranked #35.

Abound Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q2 2022. 381 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Abound Wealth Management held 37,430 shares of Schwab US Broad Market ETF worth $1.08M as of Q2 2026.
  • Abound Wealth Management bought 629 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab US Broad Market ETF made up 0.22% of Abound Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Abound Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Schwab US Broad Market ETF position peaked at $1.87M in Q2 2022.
  • 381 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.