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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
Q3 		$779K Sell
26,594
-54
-0.2% -$1.58K 0.15% 122
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

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Baker Tilly Wealth Management's SCHB Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.2% in Q3 2026, selling an estimated $1.58K and leaving 26,594 shares worth $779K. The position accounts for 0.15% of the portfolio, ranked #122.

Baker Tilly Wealth Management first reported a position in SCHB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2022. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Baker Tilly Wealth Management held 26,594 shares of Schwab US Broad Market ETF worth $779K as of Q3 2026.
  • Baker Tilly Wealth Management sold 54 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.58K.
  • Schwab US Broad Market ETF made up 0.15% of Baker Tilly Wealth Management's portfolio in Q3 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 18 quarters since.
  • Baker Tilly Wealth Management's Schwab US Broad Market ETF position peaked at $1.98M in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.