AWMG
SCHB icon

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

Alliance Wealth Management Group’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
Q1 		$10.2M Sell
404,680
-3,711
-0.9% -$97.4K 2.22% 16
2025
Q4 		$10.7M Sell
408,391
-8,836
-2% -$230K 2.35% 15
2025
Q3 		$10.7M Sell
417,227
-11,374
-3% -$282K 2.39% 15
2025
Q2 		$10.2M Buy
428,601
+16,952
+4% +$373K 2.6% 15
2025
Q1 		$8.86M Sell
411,649
-15,892
-4% -$362K 2.39% 15
2024
Q4 		$9.71M Sell
427,541
-50,143
-10% -$1.15M 2.6% 14
2024
Q3 		$10.6M Sell
477,684
-4,014
-0.8% -$85.7K 2.82% 10
2024
Q2 		$10.1M Sell
481,698
-18,381
-4% -$372K 2.88% 10
2024
Q1 		$10.2M Sell
500,079
-10,956
-2% -$212K 2.99% 11
2023
Q4 		$9.48M Buy
+511,035
New +$8.83M 2.96% 11
2023
Q2 		$9.31M Buy
540,474
+51,483
+11% +$839K 3.03% 11
2023
Q1 		$7.8M Buy
488,991
+5,355
+1% +$83.7K 2.65% 14
2022
Q4 		$7.22M Sell
483,636
-8,112
-2% -$122K 2.64% 14
2022
Q3 		$6.88M Sell
491,748
-90,234
-16% -$1.4M 2.68% 14
2022
Q2 		$8.57M Sell
581,982
-15,129
-3% -$243K 3.17% 10
2022
Q1 		$10.6M Sell
597,111
-24,807
-4% -$435K 3.46% 9
2021
Q4 		$11.7M Buy
621,918
+2,064
+0.3% +$38K 3.63% 9
2021
Q3 		$10.7M Sell
619,854
-3,180
-0.5% -$56.6K 3.48% 9
2021
Q2 		$10.8M Buy
623,034
+115,200
+23% +$1.95M 3.6% 9
2021
Q1 		$8.19M Buy
507,834
+63,510
+14% +$1M 3.09% 13
2020
Q4 		$6.74M Sell
444,324
-9,186
-2% -$131K 2.65% 14
2020
Q3 		$6.02M Sell
453,510
-18,120
-4% -$238K 2.58% 14
2020
Q2 		$5.78M Sell
471,630
-64,326
-12% -$742K 2.64% 14
2020
Q1 		$5.4M Sell
535,956
-165,792
-24% -$2.01M 2.88% 12
2019
Q4 		$8.99M Buy
701,748
+17,154
+3% +$210K 4.01% 6
2019
Q3 		$8.1M Buy
684,594
+3,708
+0.5% +$43.8K 3.89% 6
2019
Q2 		$8M Buy
680,886
+138,948
+26% +$1.6M 3.92% 6
2019
Q1 		$6.15M Buy
541,938
+41,862
+8% +$457K 3.26% 13
2018
Q4 		$5M Sell
500,076
-5,412
-1% -$58.5K 2.98% 14
2018
Q3 		$5.93M Buy
505,488
+81,258
+19% +$937K 3.24% 14
2018
Q2 		$4.67M Buy
424,230
+28,920
+7% +$316K 2.7% 15
2018
Q1 		$4.2M Buy
395,310
+26,148
+7% +$287K 1.97% 16
2017
Q4 		$3.96M Sell
369,162
-297,024
-45% -$3.11M 1.96% 16
2017
Q3 		$6.72M Buy
666,186
+351,816
+112% +$3.49M 1.71% 19
2017
Q2 		$3.05M Buy
314,370
+15,264
+5% +$147K 1.71% 20
2017
Q1 		$2.88M Buy
299,106
+232,608
+350% +$2.18M 1.66% 20
2016
Q4 		$599K Buy
66,498
+43,236
+186% +$381K 0.44% 21
2016
Q3 		$204K Sell
23,262
-4,674
-17% -$40.6K 0.14% 28
2016
Q2 		$234K Sell
27,936
-576
-2% -$4.78K 0.16% 23
2016
Q1 		$234K Sell
28,512
-34,530
-55% -$268K 0.2% 21
2015
Q4 		$515K Buy
+63,042
New +$520K 0.49% 21

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Alliance Wealth Management Group's SCHB Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.91% in Q1 2026, selling an estimated $97.4K and leaving 404,680 shares worth $10.2M. The position accounts for 2.22% of the portfolio, ranked #16.

Alliance Wealth Management Group first reported a position in SCHB in Q4 2015 and has held it in 41 quarters since. The position peaked at $11.7M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Alliance Wealth Management Group held 404,680 shares of Schwab US Broad Market ETF worth $10.2M as of Q1 2026.
  • Alliance Wealth Management Group sold 3,711 Schwab US Broad Market ETF shares in Q1 2026, an estimated $97.4K.
  • Schwab US Broad Market ETF made up 2.22% of Alliance Wealth Management Group's portfolio in Q1 2026, its #16 holding.
  • Alliance Wealth Management Group first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 41 quarters since.
  • Alliance Wealth Management Group's Schwab US Broad Market ETF position peaked at $11.7M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.