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

Activest 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 		$23.4K Hold
807
– – ﹤0.01% 415
2026
Q1 		$20.3K Buy
+807
New +$21.2K ﹤0.01% 521
2023
Q3 		– Sell
-252
Closed -$6.42K – 386
2023
Q2 		$6.42K Buy
+252
New +$4.11K ﹤0.01% 206

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Activest Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 807 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Activest Wealth Management first reported a position in SCHB in Q2 2023 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Activest Wealth Management held 807 shares of Schwab US Broad Market ETF worth $23.4K as of Q2 2026.
  • Activest Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Activest Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.