BWP
SCHB icon

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
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

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

Baldwin Wealth Partners's SCHB Position: Q2 2026 in Review

Baldwin Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,750 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #187.

Baldwin Wealth Partners first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $418K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Baldwin Wealth Partners held 10,750 shares of Schwab US Broad Market ETF worth $311K as of Q2 2026.
  • Baldwin Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Baldwin Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Baldwin Wealth Partners's Schwab US Broad Market ETF position peaked at $418K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.