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Beam Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Beam Wealth Advisors’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 		$329K Buy
11,363
+907
+9% +$25.4K 0.07% 107
2026
Q1 		$262K Buy
+10,456
New +$274K 0.07% 108
2025
Q4 		– Sell
-10,942
Closed -$281K – 116
2025
Q3 		$281K Buy
10,942
+179
+2% +$4.43K 0.08% 106
2025
Q2 		$256K Buy
+10,763
New +$237K 0.08% 105

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 $103B AUM 28.65% 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

Beam Wealth Advisors's SCHB Position: Q2 2026 in Review

Beam Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 8.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 11,363 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #107.

Beam Wealth Advisors first reported a position in SCHB in Q2 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Beam Wealth Advisors held 11,363 shares of Schwab US Broad Market ETF worth $329K as of Q2 2026.
  • Beam Wealth Advisors bought 907 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.4K.
  • Schwab US Broad Market ETF made up 0.07% of Beam Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Beam Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.