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Ashton Thomas Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Ashton Thomas Private Wealth’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 		$103K Sell
3,553
-963
-21% -$27K ﹤0.01% 1266
2026
Q1 		$113K Buy
+4,516
New +$119K ﹤0.01% 1161
2024
Q3 		– Sell
-3,753
Closed -$78.7K – 1597
2024
Q2 		$78.7K Buy
+3,753
New +$76K ﹤0.01% 814

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 $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

Ashton Thomas Private Wealth's SCHB Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2026, selling an estimated $27K and leaving 3,553 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Ashton Thomas Private Wealth first reported a position in SCHB in Q2 2024 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,553 shares of Schwab US Broad Market ETF worth $103K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 963 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1266 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's Schwab US Broad Market ETF position peaked at $113K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.