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Bogart Wealth LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Bogart Wealth LLC’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 		$1.71M Buy
68,100
+9,097
+15% +$239K 0.07% 116
2025
Q4 		$1.55M Sell
59,003
-1,173
-2% -$30.5K 0.06% 119
2025
Q3 		$1.55M Buy
60,176
+73
+0.1% +$1.81K 0.06% 116
2025
Q2 		$1.43M Sell
60,103
-14,970
-20% -$330K 0.06% 119
2025
Q1 		$1.62M Buy
75,073
+8,242
+12% +$187K 0.08% 113
2024
Q4 		$1.52M Sell
66,831
-66
-0.1% -$1.51K 0.07% 117
2024
Q3 		$1.48M Sell
66,897
-3,348
-5% -$71.5K 0.07% 117
2024
Q2 		$1.47M Sell
70,245
-792
-1% -$16K 0.07% 116
2024
Q1 		$1.45M Sell
71,037
-23,748
-25% -$460K 0.07% 110
2023
Q4 		$1.76M Buy
94,785
+10,485
+12% +$181K 0.1% 109
2023
Q3 		$1.4M Buy
84,300
+6,087
+8% +$105K 0.09% 114
2023
Q2 		$1.35M Buy
78,213
+222
+0.3% +$3.62K 0.09% 115
2023
Q1 		$1.24M Sell
77,991
-330,372
-81% -$5.17M 0.08% 115
2022
Q4 		$6.1M Buy
408,363
+292,959
+254% +$4.4M 0.42% 52
2022
Q3 		$1.61M Sell
115,404
-6,648
-5% -$103K 0.13% 100
2022
Q2 		$1.8M Buy
122,052
+10,482
+9% +$168K 0.16% 96
2022
Q1 		$1.99M Sell
111,570
-24,084
-18% -$423K 0.17% 96
2021
Q4 		$2.56M Sell
135,654
-1,854
-1% -$34.1K 0.23% 88
2021
Q3 		$2.38M Sell
137,508
-1,140
-0.8% -$20.3K 0.24% 80
2021
Q2 		$2.41M Buy
138,648
+12,546
+10% +$212K 0.26% 60
2021
Q1 		$2.03M Sell
126,102
-1,686
-1% -$26.6K 0.28% 62
2020
Q4 		$1.94M Sell
127,788
-7,410
-5% -$106K 0.36% 48
2020
Q3 		$1.79M Sell
135,198
-5,562
-4% -$73.1K 0.4% 43
2020
Q2 		$1.72M Sell
140,760
-19,914
-12% -$230K 0.41% 42
2020
Q1 		$1.62M Sell
160,674
-57,408
-26% -$695K 0.44% 37
2019
Q4 		$2.79M Buy
218,082
+12,378
+6% +$152K 0.89% 23
2019
Q3 		$2.44M Buy
205,704
+17,748
+9% +$210K 1.2% 25
2019
Q2 		$2.21M Sell
187,956
-924
-0.5% -$10.7K 1.34% 25
2019
Q1 		$2.14M Buy
188,880
+4,236
+2% +$46.3K 1.03% 26
2018
Q4 		$1.84M Buy
184,644
+3,690
+2% +$39.9K 0.92% 22
2018
Q3 		$2.12M Buy
180,954
+26,070
+17% +$300K 1.23% 14
2018
Q2 		$1.7M Buy
154,884
+11,046
+8% +$121K 1.04% 25
2018
Q1 		$1.54M Buy
143,838
+44,154
+44% +$485K 0.89% 28
2017
Q4 		$1.07M Buy
99,684
+9,426
+10% +$98.8K 0.69% 32
2017
Q3 		$926K Buy
90,258
+12,156
+16% +$121K 0.69% 32
2017
Q2 		$761K Buy
78,102
+33,204
+74% +$321K 0.49% 35
2017
Q1 		$427K Buy
+44,898
New +$421K 0.28% 52

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

Bogart Wealth LLC's SCHB Position: Q1 2026 in Review

Bogart Wealth LLC increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q1 2026, buying an estimated $239K and bringing the position to 68,100 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #116.

Bogart Wealth LLC first reported a position in SCHB in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.1M in Q4 2022. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Bogart Wealth LLC held 68,100 shares of Schwab US Broad Market ETF worth $1.71M as of Q1 2026.
  • Bogart Wealth LLC bought 9,097 Schwab US Broad Market ETF shares in Q1 2026, an estimated $239K.
  • Schwab US Broad Market ETF made up 0.07% of Bogart Wealth LLC's portfolio in Q1 2026, its #116 holding.
  • Bogart Wealth LLC first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 37 quarters since.
  • Bogart Wealth LLC's Schwab US Broad Market ETF position peaked at $6.1M in Q4 2022.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.