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

Angeles 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 		$3.15M Hold
108,801
– – 0.14% 66
2026
Q1 		$2.73M Buy
108,801
+492
+0.5% +$12.9K 0.15% 63
2025
Q4 		$2.84M Buy
108,309
+8,082
+8% +$210K 0.16% 57
2025
Q3 		$2.58M Hold
100,227
– – 0.16% 55
2025
Q2 		$2.39M Buy
100,227
+95,204
+1,895% +$2.1M 0.16% 52
2025
Q1 		$108K Buy
5,023
+2,311
+85% +$52.6K 0.01% 304
2024
Q4 		$61.6K Hold
2,712
– – 0.01% 333
2024
Q3 		$60.1K Hold
2,712
– – 0.01% 294
2024
Q2 		$56.8K Buy
2,712
+42
+2% +$851 0.01% 258
2024
Q1 		$54.3K Hold
2,670
– – 0.01% 251
2023
Q4 		$49.5K Buy
2,670
+270
+11% +$4.66K 0.01% 223
2023
Q3 		$39.9K Hold
2,400
– – 0.01% 203
2023
Q2 		$41.4K Hold
2,400
– – 0.01% 203
2023
Q1 		$38.3K Hold
2,400
– – 0.01% 193
2022
Q4 		$35.8K Buy
+2,400
New +$36.1K 0.01% 196

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

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

Angeles Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 108,801 shares worth $3.15M. The position accounts for 0.14% of the portfolio, ranked #66.

Angeles Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Angeles Wealth Management held 108,801 shares of Schwab US Broad Market ETF worth $3.15M as of Q2 2026.
  • Angeles Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.14% of Angeles Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Angeles Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.