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

Broadway Wealth Solutions’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 		$350K Buy
12,087
+1,454
+14% +$40.7K 0.16% 56
2026
Q1 		$267K Buy
+10,633
New +$279K 0.14% 78

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HCM
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Broadway Wealth Solutions's SCHB Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 14% in Q2 2026, buying an estimated $40.7K and bringing the position to 12,087 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #56.

Broadway Wealth Solutions first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Broadway Wealth Solutions held 12,087 shares of Schwab US Broad Market ETF worth $350K as of Q2 2026.
  • Broadway Wealth Solutions bought 1,454 Schwab US Broad Market ETF shares in Q2 2026, an estimated $40.7K.
  • Schwab US Broad Market ETF made up 0.16% of Broadway Wealth Solutions's portfolio in Q2 2026, its #56 holding.
  • Broadway Wealth Solutions first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.