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Birchwood Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Birchwood Financial Partners’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 		$4.33K Buy
149
+10
+7% +$280 ﹤0.01% 314
2026
Q1 		$3.49K Sell
139
-931
-87% -$24.4K ﹤0.01% 319
2025
Q4 		$28.1K Buy
+1,070
New +$27.9K 0.03% 218

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Birchwood Financial Partners's SCHB Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 7.2% in Q2 2026, buying an estimated $280 and bringing the position to 149 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Birchwood Financial Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.1K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Birchwood Financial Partners held 149 shares of Schwab US Broad Market ETF worth $4.33K as of Q2 2026.
  • Birchwood Financial Partners bought 10 Schwab US Broad Market ETF shares in Q2 2026, an estimated $280.
  • Schwab US Broad Market ETF made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #314 holding.
  • Birchwood Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Schwab US Broad Market ETF position peaked at $28.1K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.