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Arbor Wealth Management (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History

Arbor Wealth Management (Arizona)’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 		– Sell
-1,711
Closed -$44.9K – 78
2025
Q4 		$44.9K Buy
+1,711
New +$44.5K 0.03% 55

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HCM
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Arbor Wealth Management (Arizona)'s SCHB Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 1,711 shares — an estimated $44.9K sold.

Arbor Wealth Management (Arizona) first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $44.9K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 1,711 Schwab US Broad Market ETF shares in Q1 2026, an estimated $44.9K.
  • Arbor Wealth Management (Arizona) first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s Schwab US Broad Market ETF position peaked at $44.9K in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.