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

Bernard 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 		$6.91K Hold
239
– – ﹤0.01% 241
2026
Q1 		$5.99K Hold
239
– – ﹤0.01% 248
2025
Q4 		$6.26K Hold
239
– – ﹤0.01% 235
2025
Q3 		$6.13K Sell
239
-300
-56% -$7.43K ﹤0.01% 231
2025
Q2 		$12.8K Hold
539
– – 0.01% 209
2025
Q1 		$11.6K Hold
539
– – 0.01% 218
2024
Q4 		$12.2K Buy
+539
New +$12.3K 0.01% 207

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

Bernard Wealth Management's SCHB Position: Q2 2026 in Review

Bernard Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 239 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Bernard Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bernard Wealth Management held 239 shares of Schwab US Broad Market ETF worth $6.91K as of Q2 2026.
  • Bernard 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 Bernard Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Bernard Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Schwab US Broad Market ETF position peaked at $12.8K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.