Abound Wealth Management
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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
Q3 		$1.08M Sell
37,013
-417
-1% -$12.2K 0.2% 41
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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

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

Abound Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q3 2026, selling an estimated $12.2K and leaving 37,013 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #41.

Abound Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.87M in Q2 2022. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Abound Wealth Management held 37,013 shares of Schwab US Broad Market ETF worth $1.08M as of Q3 2026.
  • Abound Wealth Management sold 417 Schwab US Broad Market ETF shares in Q3 2026, an estimated $12.2K.
  • Schwab US Broad Market ETF made up 0.2% of Abound Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Abound Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Abound Wealth Management's Schwab US Broad Market ETF position peaked at $1.87M in Q2 2022.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.