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

Barnes Wealth Management Group’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 		$458K Hold
15,822
– – 0.21% 108
2026
Q1 		$397K Sell
15,822
-5
-0% -$131 0.2% 113
2025
Q4 		$415K Sell
15,827
-1,512
-9% -$39.4K 0.22% 101
2025
Q3 		$446K Buy
17,339
+1
+0% +$25 0.25% 92
2025
Q2 		$413K Buy
17,338
+45
+0.3% +$991 0.24% 92
2025
Q1 		$372K Buy
17,293
+4,000
+30% +$91K 0.24% 95
2024
Q4 		$302K Buy
+13,293
New +$304K 0.2% 106

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

Barnes Wealth Management Group's SCHB Position: Q2 2026 in Review

Barnes Wealth Management Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 15,822 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #108.

Barnes Wealth Management Group first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Barnes Wealth Management Group held 15,822 shares of Schwab US Broad Market ETF worth $458K as of Q2 2026.
  • Barnes Wealth Management Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.21% of Barnes Wealth Management Group's portfolio in Q2 2026, its #108 holding.
  • Barnes Wealth Management Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.