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

BostonPremier Wealth’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 Q3	$362K	Buy	12,352 +33	+0.3%	+$968	0.15%	51
2026 Q2	$357K	Buy	12,319 +33	+0.3%	+$924	0.15%	49
2026 Q1	$308K	Sell	12,286 -219	-2%	-$5.75K	0.16%	50
2025 Q4	$328K	Sell	12,505 -175	-1%	-$4.56K	0.17%	49
2025 Q3	$326K	Buy	12,680 +37	+0.3%	+$916	0.16%	47
2025 Q2	$301K	Sell	12,643 -374	-3%	-$8.24K	0.17%	45
2025 Q1	$280K	Buy	13,017 +39	+0.3%	+$887	0.17%	40
2024 Q4	$295K	Buy	+12,978	New	+$296K	0.18%	37

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

BostonPremier Wealth's SCHB Position: Q3 2026 in Review

BostonPremier Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q3 2026, buying an estimated $968 and bringing the position to 12,352 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #51.

BostonPremier Wealth first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

BostonPremier Wealth held 12,352 shares of Schwab US Broad Market ETF worth $362K as of Q3 2026.
BostonPremier Wealth bought 33 Schwab US Broad Market ETF shares in Q3 2026, an estimated $968.
Schwab US Broad Market ETF made up 0.15% of BostonPremier Wealth's portfolio in Q3 2026, its #51 holding.
BostonPremier Wealth first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.