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

Austin 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
Q1 		– Sell
-10,165
Closed -$271K – 149
2025
Q4 		$271K Sell
10,165
-9
-0.1% -$234 0.04% 137
2025
Q3 		$262K Buy
+10,174
New +$252K 0.04% 133

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EK
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HCM
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Austin Wealth Management's SCHB Position: Q1 2026 in Review

Austin Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 10,165 shares — an estimated $271K sold.

Austin Wealth Management first reported a position in SCHB in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Austin Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 10,165 Schwab US Broad Market ETF shares in Q1 2026, an estimated $271K.
  • Austin Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 2 quarters.
  • Austin Wealth Management's Schwab US Broad Market ETF position peaked at $271K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.