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

Blossom 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
Q1 		$1.61M Buy
64,166
+2,371
+4% +$62.2K 2.39% 11
2025
Q4 		$1.62M Sell
61,795
-7,195
-10% -$187K 2.68% 7
2025
Q3 		$1.77M Buy
68,990
+938
+1% +$23.2K 2.87% 6
2025
Q2 		$1.62M Buy
68,052
+1,475
+2% +$32.5K 2.87% 6
2025
Q1 		$1.43M Sell
66,577
-1,371
-2% -$31.2K 2.88% 7
2024
Q4 		$1.54M Sell
67,948
-10,877
-14% -$248K 2.97% 5
2024
Q3 		$1.75M Buy
78,825
+2,418
+3% +$51.6K 3.52% 5
2024
Q2 		$1.6M Buy
76,407
+3,939
+5% +$79.8K 3.49% 5
2024
Q1 		$1.47M Buy
72,468
+213
+0.3% +$4.12K 3.55% 5
2023
Q4 		$1.34M Sell
72,255
-17,154
-19% -$296K 3.62% 5
2023
Q3 		$1.49M Buy
89,409
+594
+0.7% +$10.3K 4.76% 3
2023
Q2 		$1.53M Buy
88,815
+4,686
+6% +$76.4K 5.6% 1
2023
Q1 		$1.34M Buy
84,129
+8,859
+12% +$139K 5.46% 2
2022
Q4 		$1.12M Buy
75,270
+11,712
+18% +$176K 5.43% 2
2022
Q3 		$890K Sell
63,558
-51
-0.1% -$793 5.01% 5
2022
Q2 		$937K Buy
63,609
+1,677
+3% +$26.9K 4.74% 5
2022
Q1 		$1.1M Buy
61,932
+528
+0.9% +$9.27K 4.97% 3
2021
Q4 		$1.16M Sell
61,404
-13,128
-18% -$242K 5.7% 2
2021
Q3 		$1.29M Buy
74,532
+7,788
+12% +$139K 7.67% 1
2021
Q2 		$1.16M Buy
66,744
+8,598
+15% +$146K 8.73% 1
2021
Q1 		$937K Buy
58,146
+11,376
+24% +$179K 10.89% 1
2020
Q4 		$709K Buy
+46,770
New +$666K 15.85% 2

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Blossom Wealth Management's SCHB Position: Q1 2026 in Review

Blossom Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q1 2026, buying an estimated $62.2K and bringing the position to 64,166 shares worth $1.61M. The position accounts for 2.39% of the portfolio, ranked #11.

Blossom Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Blossom Wealth Management held 64,166 shares of Schwab US Broad Market ETF worth $1.61M as of Q1 2026.
  • Blossom Wealth Management bought 2,371 Schwab US Broad Market ETF shares in Q1 2026, an estimated $62.2K.
  • Schwab US Broad Market ETF made up 2.39% of Blossom Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Blossom Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Blossom Wealth Management's Schwab US Broad Market ETF position peaked at $1.77M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.