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

BlackDiamond 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 		$250K Sell
8,376
-2,427
-22% -$67.9K 0.1% 192
2026
Q1 		$271K Buy
+10,803
New +$283K 0.13% 157
2023
Q1 		– Sell
-15,297
Closed -$234K – 127
2022
Q4 		$234K Buy
+15,297
New +$230K 0.27% 96

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Betterment LLC
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R
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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 $103B AUM 28.65% 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

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

BlackDiamond Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 22% in Q2 2026, selling an estimated $67.9K and leaving 8,376 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #192.

BlackDiamond Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BlackDiamond Wealth Management held 8,376 shares of Schwab US Broad Market ETF worth $250K as of Q2 2026.
  • BlackDiamond Wealth Management sold 2,427 Schwab US Broad Market ETF shares in Q2 2026, an estimated $67.9K.
  • Schwab US Broad Market ETF made up 0.1% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #192 holding.
  • BlackDiamond Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 3 quarters since.
  • BlackDiamond Wealth Management's Schwab US Broad Market ETF position peaked at $271K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.