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

Aventura 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 		$16.5K Hold
570
– – 0.01% 513
2026
Q1 		$14.3K Hold
570
– – 0.01% 499
2025
Q4 		$15K Hold
570
– – 0.01% 459
2025
Q3 		$14.7K Hold
570
– – 0.01% 440
2025
Q2 		$13.6K Hold
570
– – 0.01% 427
2025
Q1 		$12.3K Buy
+570
New +$13K 0.01% 421

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UBS Group
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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 $104B AUM 28.3% 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

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

Aventura Private Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 570 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #513.

Aventura Private Wealth first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aventura Private Wealth held 570 shares of Schwab US Broad Market ETF worth $16.5K as of Q2 2026.
  • Aventura Private Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #513 holding.
  • Aventura Private Wealth first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.