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

Adams 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 		$2.15M Sell
74,350
-8,302
-10% -$232K 0.41% 61
2026
Q1 		$2.07M Buy
82,652
+2,326
+3% +$61K 0.46% 61
2025
Q4 		$2.11M Sell
80,326
-7,901
-9% -$206K 0.45% 62
2025
Q3 		$2.27M Sell
88,227
-25,279
-22% -$626K 0.49% 58
2025
Q2 		$2.7M Buy
113,506
+23,754
+26% +$523K 0.52% 53
2025
Q1 		$1.93M Buy
89,752
+3,865
+5% +$87.9K 0.38% 57
2024
Q4 		$1.95M Buy
85,887
+4,671
+6% +$107K 0.37% 53
2024
Q3 		$1.8M Buy
81,216
+4,728
+6% +$101K 0.39% 50
2024
Q2 		$1.6M Sell
76,488
-26,364
-26% -$534K 0.37% 47
2024
Q1 		$2.09M Buy
102,852
+11,907
+13% +$230K 0.51% 44
2023
Q4 		$1.69M Buy
90,945
+14,412
+19% +$249K 0.5% 42
2023
Q3 		$1.27M Sell
76,533
-81
-0.1% -$1.4K 0.43% 41
2023
Q2 		$1.32M Buy
76,614
+8,448
+12% +$138K 0.41% 38
2023
Q1 		$1.09M Buy
68,166
+5,007
+8% +$78.3K 0.35% 43
2022
Q4 		$943K Buy
63,159
+46,782
+286% +$703K 0.33% 37
2022
Q3 		$229K Buy
+16,377
New +$255K 0.09% 81
2020
Q4 		– Sell
-432
Closed -$6K – 286
2020
Q3 		$6K Buy
+432
New +$5.68K ﹤0.01% 217

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $104B AUM 28.3% 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

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

Adams Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $232K and leaving 74,350 shares worth $2.15M. The position accounts for 0.41% of the portfolio, ranked #61.

Adams Wealth Management first reported a position in SCHB in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.7M in Q2 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Adams Wealth Management held 74,350 shares of Schwab US Broad Market ETF worth $2.15M as of Q2 2026.
  • Adams Wealth Management sold 8,302 Schwab US Broad Market ETF shares in Q2 2026, an estimated $232K.
  • Schwab US Broad Market ETF made up 0.41% of Adams Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Adams Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 17 quarters since.
  • Adams Wealth Management's Schwab US Broad Market ETF position peaked at $2.7M in Q2 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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