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

Baker Tilly 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	$772K	Buy	26,648 +29	+0.1%	+$812	0.16%	122
2026 Q1	$668K	Buy	26,619 +32	+0.1%	+$840	0.16%	124
2025 Q4	$697K	Buy	26,587 +35	+0.1%	+$911	0.17%	123
2025 Q3	$683K	Sell	26,552 -322	-1%	-$7.97K	0.15%	123
2025 Q2	$640K	Buy	26,874 +32	+0.1%	+$705	0.23%	104
2025 Q1	$578K	Buy	26,842 +34	+0.1%	+$773	0.23%	103
2024 Q4	$609K	Sell	26,808 -204	-0.8%	-$4.66K	0.24%	103
2024 Q3	$599K	Buy	27,012 +63	+0.2%	+$1.34K	0.27%	94
2024 Q2	$565K	Hold	26,949	–	–	0.23%	104
2024 Q1	$548K	Hold	26,949	–	–	0.1%	228
2023 Q4	$500K	Sell	26,949 -17,028	-39%	-$294K	0.08%	278
2023 Q3	$731K	Sell	43,977 -11,382	-21%	-$197K	0.12%	171
2023 Q2	$954K	Sell	55,359 -12,843	-19%	-$209K	0.1%	206
2023 Q1	$1.09M	Sell	68,202 -64,266	-49%	-$1M	0.12%	185
2022 Q4	$1.98M	Buy	132,468 +12,042	+10%	+$181K	0.24%	97
2022 Q3	$1.69M	Sell	120,426 -4,737	-4%	-$73.7K	0.23%	94
2022 Q2	$1.84M	Buy	+125,163	New	+$2.01M	0.24%	91

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Baker Tilly Wealth Management's SCHB Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q2 2026, buying an estimated $812 and bringing the position to 26,648 shares worth $772K. The position accounts for 0.16% of the portfolio, ranked #122.

Baker Tilly Wealth Management first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.98M in Q4 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Baker Tilly Wealth Management held 26,648 shares of Schwab US Broad Market ETF worth $772K as of Q2 2026.
Baker Tilly Wealth Management bought 29 Schwab US Broad Market ETF shares in Q2 2026, an estimated $812.
Schwab US Broad Market ETF made up 0.16% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #122 holding.
Baker Tilly Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
Baker Tilly Wealth Management's Schwab US Broad Market ETF position peaked at $1.98M in Q4 2022.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.