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Beaird Harris Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Beaird Harris 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 		$21.7K Hold
750
– – ﹤0.01% 331
2026
Q1 		$18.8K Hold
750
– – ﹤0.01% 318
2025
Q4 		$19.7K Hold
750
– – ﹤0.01% 341
2025
Q3 		$19.3K Hold
750
– – ﹤0.01% 335
2025
Q2 		$17.9K Hold
750
– – ﹤0.01% 341
2025
Q1 		$16.1K Hold
750
– – ﹤0.01% 323
2024
Q4 		$17K Sell
750
-174
-19% -$3.97K ﹤0.01% 319
2024
Q3 		$20.5K Hold
924
– – ﹤0.01% 292
2024
Q2 		$19.4K Hold
924
– – ﹤0.01% 303
2024
Q1 		$18.8K Hold
924
– – ﹤0.01% 284
2023
Q4 		$17.1K Hold
924
– – ﹤0.01% 278
2023
Q3 		$15.4K Buy
924
+750
+431% +$13K ﹤0.01% 246
2023
Q2 		$3K Hold
174
– – ﹤0.01% 351
2023
Q1 		$2.78K Hold
174
– – ﹤0.01% 357
2022
Q4 		$2.6K Hold
174
– – ﹤0.01% 533
2022
Q3 		$2K Buy
174
+66
+61% +$1.03K ﹤0.01% 411
2022
Q2 		$2K Sell
108
-66
-38% -$1.06K ﹤0.01% 349
2022
Q1 		$3K Hold
174
– – ﹤0.01% 499
2021
Q4 		$3K Buy
+174
New +$3.2K ﹤0.01% 544

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

Beaird Harris Wealth Management's SCHB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 750 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Beaird Harris Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Beaird Harris Wealth Management held 750 shares of Schwab US Broad Market ETF worth $21.7K as of Q2 2026.
  • Beaird Harris Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Beaird Harris Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.