Altus Wealth Group
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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
Q3 		$1.21M Buy
41,266
+103
+0.3% +$3.02K 0.45% 33
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% +$2.76K 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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Altus Wealth Group's SCHB Position: Q3 2026 in Review

Altus Wealth Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q3 2026, buying an estimated $3.02K and bringing the position to 41,266 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #33.

Altus Wealth Group first reported a position in SCHB in Q3 2025 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Altus Wealth Group held 41,266 shares of Schwab US Broad Market ETF worth $1.21M as of Q3 2026.
  • Altus Wealth Group bought 103 Schwab US Broad Market ETF shares in Q3 2026, an estimated $3.02K.
  • Schwab US Broad Market ETF made up 0.45% of Altus Wealth Group's portfolio in Q3 2026, its #33 holding.
  • Altus Wealth Group first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.