BlueStem Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

BlueStem Wealth 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 Q1	$981K	Buy	39,079 +400	+1%	+$10.5K	0.11%	63
2025 Q4	$1.01M	Sell	38,679 -1,168	-3%	-$30.4K	0.11%	61
2025 Q3	$1.02M	Sell	39,847 -935	-2%	-$23.1K	0.12%	53
2025 Q2	$972K	Sell	40,782 -3,466	-8%	-$76.3K	0.12%	51
2025 Q1	$953K	Sell	44,248 -1,896	-4%	-$43.1K	0.13%	45
2024 Q4	$1.05M	Buy	+46,144	New	+$1.05M	0.14%	45

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

BlueStem Wealth Partners's SCHB Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 1% in Q1 2026, buying an estimated $10.5K and bringing the position to 39,079 shares worth $981K. The position accounts for 0.11% of the portfolio, ranked #63.

BlueStem Wealth Partners first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

BlueStem Wealth Partners held 39,079 shares of Schwab US Broad Market ETF worth $981K as of Q1 2026.
BlueStem Wealth Partners bought 400 Schwab US Broad Market ETF shares in Q1 2026, an estimated $10.5K.
Schwab US Broad Market ETF made up 0.11% of BlueStem Wealth Partners's portfolio in Q1 2026, its #63 holding.
BlueStem Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Schwab US Broad Market ETF position peaked at $1.05M in Q4 2024.
1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.