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

Altus Wealth 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
Q2 		$1.19M Buy
41,163
+97
+0.2% +$2.72K 0.43% 41
2026
Q1 		$1.03M Buy
41,066
+105
+0.3% +$2.75K 0.42% 46
2025
Q4 		$1.07M Buy
40,961
+116
+0.3% +$3.02K 0.43% 45
2025
Q3 		$1.05M Buy
+40,845
New +$1.01M 0.43% 46

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Altus Wealth Group's SCHB Position: Q2 2026 in Review

Altus Wealth Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $2.72K and bringing the position to 41,163 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #41.

Altus Wealth Group first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Altus Wealth Group held 41,163 shares of Schwab US Broad Market ETF worth $1.19M as of Q2 2026.
  • Altus Wealth Group bought 97 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.72K.
  • Schwab US Broad Market ETF made up 0.43% of Altus Wealth Group's portfolio in Q2 2026, its #41 holding.
  • Altus Wealth Group first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.