Act Wealth Management
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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
Q3 		$276K Buy
9,431
+235
+3% +$6.9K 0.08% 50
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% +$9.8K 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

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Strid Group
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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
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 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

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

Act Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q3 2026, buying an estimated $6.9K and bringing the position to 9,431 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #50.

Act Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 11 quarters since. The position peaked at $288K in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Act Wealth Management held 9,431 shares of Schwab US Broad Market ETF worth $276K as of Q3 2026.
  • Act Wealth Management bought 235 Schwab US Broad Market ETF shares in Q3 2026, an estimated $6.9K.
  • Schwab US Broad Market ETF made up 0.08% of Act Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Act Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 11 quarters since.
  • Act Wealth Management's Schwab US Broad Market ETF position peaked at $288K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.