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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
Q3 		$324K Sell
11,070
-283
-2% -$8.3K 0.2% 120
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 		$9.8M 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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Aurora Private Wealth's SCHB Position: Q3 2026 in Review

Aurora Private Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q3 2026, selling an estimated $8.3K and leaving 11,070 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #120.

Aurora Private Wealth first reported a position in SCHB in Q4 2019 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2021. 711 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Aurora Private Wealth held 11,070 shares of Schwab US Broad Market ETF worth $324K as of Q3 2026.
  • Aurora Private Wealth sold 283 Schwab US Broad Market ETF shares in Q3 2026, an estimated $8.3K.
  • Schwab US Broad Market ETF made up 0.2% of Aurora Private Wealth's portfolio in Q3 2026, its #120 holding.
  • Aurora Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 17 quarters since.
  • Aurora Private Wealth's Schwab US Broad Market ETF position peaked at $10.9M in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.