Baldwin Wealth Partners
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Baldwin Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Baldwin Wealth Partners’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 		$315K Hold
10,750
– – 0.02% 181
2026
Q2 		$311K Hold
10,750
– – 0.02% 187
2026
Q1 		$270K Sell
10,750
-1
-0% -$26 0.02% 192
2025
Q4 		$282K Sell
10,751
-5,509
-34% -$143K 0.02% 208
2025
Q3 		$418K Hold
16,260
– – 0.03% 161
2025
Q2 		$387K Buy
16,260
+17
+0.1% +$374 0.03% 162
2025
Q1 		$350K Buy
16,243
+17
+0.1% +$387 0.02% 169
2024
Q4 		$368K Buy
16,226
+20
+0.1% +$457 0.03% 176
2024
Q3 		$359K Sell
16,206
-939
-5% -$20K 0.02% 250
2024
Q2 		$359K Buy
17,145
+600
+4% +$12.2K 0.03% 163
2024
Q1 		$337K Sell
16,545
-1,275
-7% -$24.7K 0.03% 174
2023
Q4 		$331K Buy
17,820
+18
+0.1% +$311 0.03% 177
2023
Q3 		$296K Sell
17,802
-2,634
-13% -$45.6K 0.03% 196
2023
Q2 		$352K Buy
20,436
+18
+0.1% +$293 0.03% 195
2023
Q1 		$326K Sell
20,418
-1,200
-6% -$18.8K 0.03% 198
2022
Q4 		$323K Buy
+21,618
New +$325K 0.03% 194

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Baldwin Wealth Partners's SCHB Position: Q3 2026 in Review

Baldwin Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 10,750 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #181.

Baldwin Wealth Partners first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. The position peaked at $418K in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Baldwin Wealth Partners held 10,750 shares of Schwab US Broad Market ETF worth $315K as of Q3 2026.
  • Baldwin Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #181 holding.
  • Baldwin Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Baldwin Wealth Partners's Schwab US Broad Market ETF position peaked at $418K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.