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

Arista 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 		$343K Hold
11,856
– – 0.04% 209
2026
Q1 		$298K Buy
11,856
+402
+4% +$10.5K 0.04% 212
2025
Q4 		$300K Hold
11,454
– – 0.04% 204
2025
Q3 		$294K Buy
+11,454
New +$284K 0.04% 208
2023
Q2 		– Sell
-17,682
Closed -$282K – 64
2023
Q1 		$282K Hold
17,682
– – 0.15% 51
2022
Q4 		$264K Buy
+17,682
New +$266K 0.17% 56

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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 $103B AUM 28.65% 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

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

Arista Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 11,856 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #209.

Arista Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Arista Wealth Management held 11,856 shares of Schwab US Broad Market ETF worth $343K as of Q2 2026.
  • Arista Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Arista Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.