Bright Futures Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bright Futures 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	$292K	Buy	10,093 +26	+0.3%	+$728	0.19%	139
2026 Q1	$253K	Buy	10,067 +28	+0.3%	+$735	0.17%	142
2025 Q4	$263K	Buy	10,039 +32	+0.3%	+$833	0.19%	121
2025 Q3	$257K	Buy	+10,007	New	+$248K	0.2%	119
2025 Q1	–	Sell	-9,919	Closed	-$232K	–	121
2024 Q4	$232K	Sell	9,919 -20,777	-68%	-$475K	0.21%	110
2024 Q3	$229K	Buy	30,696 +20,496	+201%	+$438K	0.11%	196
2024 Q2	$210K	Buy	10,200 +30	+0.3%	+$608	0.11%	193
2024 Q1	$214K	Buy	+10,170	New	+$197K	0.12%	189

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Bright Futures Wealth Management's SCHB Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $728 and bringing the position to 10,093 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #139.

Bright Futures Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 8 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Bright Futures Wealth Management held 10,093 shares of Schwab US Broad Market ETF worth $292K as of Q2 2026.
Bright Futures Wealth Management bought 26 Schwab US Broad Market ETF shares in Q2 2026, an estimated $728.
Schwab US Broad Market ETF made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #139 holding.
Bright Futures Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 8 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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