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

Apex 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	$767K	Sell	26,495 -57	-0.2%	-$1.6K	0.47%	42
2026 Q1	$666K	Sell	26,552 -6,404	-19%	-$168K	0.46%	43
2025 Q4	$881K	Buy	32,956 +66	+0.2%	+$1.72K	0.89%	29
2025 Q3	$846K	Sell	32,890 -18,203	-36%	-$451K	0.6%	38
2025 Q2	$1.22M	Buy	51,093 +33,575	+192%	+$740K	0.98%	30
2025 Q1	$377K	Buy	17,518 +509	+3%	+$11.6K	0.34%	36
2024 Q4	$386K	Buy	+17,009	New	+$388K	0.33%	38

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 $104B AUM 28.3% 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

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

Apex Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.21% in Q2 2026, selling an estimated $1.6K and leaving 26,495 shares worth $767K. The position accounts for 0.47% of the portfolio, ranked #42.

Apex Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Apex Wealth Management held 26,495 shares of Schwab US Broad Market ETF worth $767K as of Q2 2026.
Apex Wealth Management sold 57 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.6K.
Schwab US Broad Market ETF made up 0.47% of Apex Wealth Management's portfolio in Q2 2026, its #42 holding.
Apex Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Apex Wealth Management's Schwab US Broad Market ETF position peaked at $1.22M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.