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

Birchbrook’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
Q3 		$21.4K Sell
729
-80
-10% -$2.35K 0.01% 163
2026
Q2 		$23.4K Sell
809
-62
-7% -$1.74K 0.01% 165
2026
Q1 		$21.9K Sell
871
-529
-38% -$13.9K 0.01% 158
2025
Q4 		$36.7K Hold
1,400
– – 0.02% 138
2025
Q3 		$36K Hold
1,400
– – 0.02% 135
2025
Q2 		$33.4K Sell
1,400
-265
-16% -$5.84K 0.02% 135
2025
Q1 		$35.8K Hold
1,665
– – 0.02% 129
2024
Q4 		$37.8K Hold
1,665
– – 0.02% 130
2024
Q3 		$36.9K Hold
1,665
– – 0.02% 125
2024
Q2 		$34.9K Hold
1,665
– – 0.02% 134
2024
Q1 		$33.9K Sell
1,665
-600
-26% -$11.6K 0.02% 137
2023
Q4 		$42K Buy
+2,265
New +$39.1K 0.03% 133

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Birchbrook's SCHB Position: Q3 2026 in Review

Birchbrook reduced its Schwab US Broad Market ETF (SCHB) stake by 9.9% in Q3 2026, selling an estimated $2.35K and leaving 729 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #163.

Birchbrook first reported a position in SCHB in Q4 2023 and has held it in 12 quarters since. The position peaked at $42K in Q4 2023. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Birchbrook held 729 shares of Schwab US Broad Market ETF worth $21.4K as of Q3 2026.
  • Birchbrook sold 80 Schwab US Broad Market ETF shares in Q3 2026, an estimated $2.35K.
  • Schwab US Broad Market ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #163 holding.
  • Birchbrook first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Schwab US Broad Market ETF position peaked at $42K in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.