BetterWealth’s Schwab US Broad Market ETF SCHB Stock Holding History

BetterWealth’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	$274K	Hold	9,469	–	–	0.05%	73
2026 Q1	$238K	Buy	+9,469	New	+$248K	0.05%	75
2025 Q3	–	Sell	-19,695	Closed	-$469K	–	71
2025 Q2	$469K	Hold	19,695	–	–	0.12%	35
2025 Q1	$424K	Hold	19,695	–	–	0.12%	36
2024 Q4	$447K	Hold	19,695	–	–	0.12%	39
2024 Q3	$437K	Hold	19,695	–	–	0.13%	39
2024 Q2	$413K	Sell	19,695 -1,788	-8%	-$36.2K	0.13%	39
2024 Q1	$437K	Hold	21,483	–	–	0.14%	41
2023 Q4	$399K	Hold	21,483	–	–	0.14%	41
2023 Q3	$357K	Buy	+21,483	New	+$372K	0.14%	34

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

BetterWealth's SCHB Position: Q2 2026 in Review

BetterWealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,469 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #73.

BetterWealth first reported a position in SCHB in Q3 2023 and has held it in 10 quarters since. The position peaked at $469K in Q2 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

BetterWealth held 9,469 shares of Schwab US Broad Market ETF worth $274K as of Q2 2026.
BetterWealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.05% of BetterWealth's portfolio in Q2 2026, its #73 holding.
BetterWealth first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 10 quarters since.
BetterWealth's Schwab US Broad Market ETF position peaked at $469K in Q2 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.