AWM
SCHB icon

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

Axxcess 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
Q2 		$5.69M Buy
+196,471
New +$5.5M 0.09% 202
2026
Q1 		– Sell
-175,459
Closed -$4.6M – 880
2025
Q4 		$4.6M Sell
175,459
-15,314
-8% -$399K 0.08% 226
2025
Q3 		$4.9M Sell
190,773
-9,073
-5% -$225K 0.1% 159
2025
Q2 		$4.76M Sell
199,846
-412
-0.2% -$9.07K 0.11% 154
2025
Q1 		$4.31M Buy
200,258
+163,806
+449% +$3.73M 0.11% 152
2024
Q4 		$827K Sell
36,452
-22
-0.1% -$502 0.02% 438
2024
Q3 		$809K Buy
36,474
+9,045
+33% +$193K 0.02% 438
2024
Q2 		$575K Hold
27,429
– – 0.02% 500
2024
Q1 		$558K Sell
27,429
-7,629
-22% -$148K 0.02% 514
2023
Q4 		$651K Sell
35,058
-720
-2% -$12.4K 0.02% 451
2023
Q3 		$595K Sell
35,778
-21,735
-38% -$376K 0.02% 428
2023
Q2 		$991K Buy
57,513
+2,835
+5% +$46.2K 0.07% 231
2023
Q1 		$872K Buy
54,678
+2,793
+5% +$43.7K 0.07% 252
2022
Q4 		$775K Buy
51,885
+16,095
+45% +$242K 0.06% 268
2022
Q3 		$501K Buy
35,790
+12
+0% +$187 0.05% 317
2022
Q2 		$527K Sell
35,778
-78,009
-69% -$1.25M 0.05% 298
2022
Q1 		$2.02M Sell
113,787
-25,539
-18% -$448K 0.16% 119
2021
Q4 		$2.62M Buy
+139,326
New +$2.56M 0.19% 94

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 $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

Axxcess Wealth Management's SCHB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 196,471 shares worth $5.69M. The stake represents 0.09% of the portfolio and ranks #202 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Axxcess Wealth Management held 196,471 shares of Schwab US Broad Market ETF worth $5.69M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Axxcess Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.