Aegis Wealth Management (Maryland)’s Schwab US Broad Market ETF SCHB Stock Holding History

Aegis Wealth Management (Maryland)’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	$1M	Buy	34,646 +289	+0.8%	+$8.09K	0.47%	51
2026 Q1	$862K	Sell	34,357 -348	-1%	-$9.13K	0.49%	47
2025 Q4	$910K	Sell	34,705 -243	-0.7%	-$6.33K	0.51%	45
2025 Q3	$899K	Buy	34,948 +761	+2%	+$18.8K	0.48%	43
2025 Q2	$736K	Hold	34,187	–	–	0.44%	45
2025 Q1	$736K	Sell	34,187 -402	-1%	-$9.14K	0.43%	47
2024 Q4	$785K	Buy	+34,589	New	+$790K	0.53%	40

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Aegis Wealth Management (Maryland)'s SCHB Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Schwab US Broad Market ETF (SCHB) stake by 0.84% in Q2 2026, buying an estimated $8.09K and bringing the position to 34,646 shares worth $1M. The position accounts for 0.47% of the portfolio, ranked #51.

Aegis Wealth Management (Maryland) first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Aegis Wealth Management (Maryland) held 34,646 shares of Schwab US Broad Market ETF worth $1M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 289 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.09K.
Schwab US Broad Market ETF made up 0.47% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #51 holding.
Aegis Wealth Management (Maryland) first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.