BW
SCHB icon

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
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

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

BostonPremier Wealth's SCHB Position: Q2 2026 in Review

BostonPremier Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $924 and bringing the position to 12,319 shares worth $357K. The position accounts for 0.15% of the portfolio, ranked #49.

BostonPremier Wealth first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BostonPremier Wealth held 12,319 shares of Schwab US Broad Market ETF worth $357K as of Q2 2026.
  • BostonPremier Wealth bought 33 Schwab US Broad Market ETF shares in Q2 2026, an estimated $924.
  • Schwab US Broad Market ETF made up 0.15% of BostonPremier Wealth's portfolio in Q2 2026, its #49 holding.
  • BostonPremier Wealth first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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