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

BIP Wealth’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 		$3.42M Buy
118,200
+91,345
+340% +$2.56M 0.1% 144
2026
Q1 		$674K Buy
26,855
+1,427
+6% +$37.4K 0.03% 248
2025
Q4 		$667K Buy
25,428
+11,764
+86% +$306K 0.02% 260
2025
Q3 		$351K Buy
13,664
+3
+0% +$74 0.02% 217
2025
Q2 		$326K Buy
13,661
+2
+0% +$44 0.02% 193
2025
Q1 		$294K Buy
13,659
+862
+7% +$19.6K 0.02% 209
2024
Q4 		$290K Buy
12,797
+2
+0% +$46 0.02% 209
2024
Q3 		$284K Buy
12,795
+60
+0.5% +$1.28K 0.02% 188
2024
Q2 		$267K Sell
12,735
-258
-2% -$5.23K 0.02% 161
2024
Q1 		$264K Buy
12,993
+294
+2% +$5.69K 0.02% 175
2023
Q4 		$236K Buy
12,699
+198
+2% +$3.42K 0.02% 175
2023
Q3 		$208K Buy
+12,501
New +$216K 0.02% 168

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

BIP Wealth's SCHB Position: Q2 2026 in Review

BIP Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 340% in Q2 2026, buying an estimated $2.56M and bringing the position to 118,200 shares worth $3.42M. The position accounts for 0.1% of the portfolio, ranked #144.

BIP Wealth first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BIP Wealth held 118,200 shares of Schwab US Broad Market ETF worth $3.42M as of Q2 2026.
  • BIP Wealth bought 91,345 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.56M.
  • Schwab US Broad Market ETF made up 0.1% of BIP Wealth's portfolio in Q2 2026, its #144 holding.
  • BIP Wealth first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.