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

Aurora 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 		$329K Buy
11,353
+507
+5% +$14.2K 0.21% 115
2026
Q1 		$284K Sell
10,846
-2,973
-22% -$78K 0.2% 119
2025
Q4 		$361K Buy
+13,819
New +$360K 0.24% 99
2025
Q2 		$242K Buy
+10,141
New +$223K 0.18% 138
2022
Q4 		– Sell
-639,705
Closed -$8.95M – 171
2022
Q3 		$8.95M Buy
639,705
+46,617
+8% +$725K 4.14% 4
2022
Q2 		$8.74M Buy
593,088
+951
+0.2% +$15.3K 3.94% 4
2022
Q1 		$10.5M Buy
592,137
+13,365
+2% +$235K 4.34% 3
2021
Q4 		$10.9M Buy
578,772
+12,270
+2% +$226K 4.73% 3
2021
Q3 		$9.81M Buy
566,502
+33,756
+6% +$600K 3.98% 4
2021
Q2 		$9.26M Buy
532,746
+49,584
+10% +$839K 3.71% 4
2021
Q1 		$7.79M Buy
483,162
+28,008
+6% +$442K 3.23% 5
2020
Q4 		$6.9M Buy
455,154
+30,936
+7% +$441K 2.92% 5
2020
Q3 		$5.63M Buy
424,218
+28,482
+7% +$375K 2.41% 9
2020
Q2 		$4.85M Sell
395,736
-249,852
-39% -$2.88M 2.23% 11
2020
Q1 		$6.5M Buy
645,588
+202,176
+46% +$2.45M 2.29% 9
2019
Q4 		$5.68M Buy
+443,412
New +$5.44M 2.01% 9

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Aurora Private Wealth's SCHB Position: Q2 2026 in Review

Aurora Private Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 4.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 11,353 shares worth $329K. The position accounts for 0.21% of the portfolio, ranked #115.

Aurora Private Wealth first reported a position in SCHB in Q4 2019 and has held it in 16 quarters since. The position peaked at $10.9M in Q4 2021. 408 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aurora Private Wealth held 11,353 shares of Schwab US Broad Market ETF worth $329K as of Q2 2026.
  • Aurora Private Wealth bought 507 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.2K.
  • Schwab US Broad Market ETF made up 0.21% of Aurora Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Aurora Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 16 quarters since.
  • Aurora Private Wealth's Schwab US Broad Market ETF position peaked at $10.9M in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.