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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
Q2 		$1.87M Buy
64,580
+414
+0.6% +$11.6K 2.64% 8
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 $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

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

Blossom Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.65% in Q2 2026, buying an estimated $11.6K and bringing the position to 64,580 shares worth $1.87M. The position accounts for 2.64% of the portfolio, ranked #8.

Blossom Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Blossom Wealth Management held 64,580 shares of Schwab US Broad Market ETF worth $1.87M as of Q2 2026.
  • Blossom Wealth Management bought 414 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US Broad Market ETF made up 2.64% of Blossom Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Blossom Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.