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

Act 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 		$266K Buy
9,196
+13
+0.1% +$364 0.08% 56
2026
Q1 		$231K Buy
9,183
+338
+4% +$8.87K 0.08% 54
2025
Q4 		$232K Sell
8,845
-2,371
-21% -$61.7K 0.08% 53
2025
Q3 		$288K Buy
11,216
+16
+0.1% +$396 0.1% 39
2025
Q2 		$267K Buy
11,200
+447
+4% +$9.85K 0.11% 41
2025
Q1 		$232K Buy
10,753
+48
+0.4% +$1.09K 0.1% 40
2024
Q4 		$243K Buy
10,705
+229
+2% +$5.23K 0.11% 37
2024
Q3 		$232K Sell
10,476
-162
-2% -$3.46K 0.1% 40
2024
Q2 		$223K Buy
10,638
+114
+1% +$2.31K 0.11% 40
2024
Q1 		$214K Buy
+10,524
New +$204K 0.11% 39

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

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

Act Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, buying an estimated $364 and bringing the position to 9,196 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #56.

Act Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 457 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Act Wealth Management held 9,196 shares of Schwab US Broad Market ETF worth $266K as of Q2 2026.
  • Act Wealth Management bought 13 Schwab US Broad Market ETF shares in Q2 2026, an estimated $364.
  • Schwab US Broad Market ETF made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Act Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Act Wealth Management's Schwab US Broad Market ETF position peaked at $288K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.