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

BSW Wealth Partners’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 		$1.81M Sell
62,590
-906
-1% -$25.4K 0.2% 68
2026
Q1 		$1.59M Sell
63,496
-97
-0.2% -$2.54K 0.19% 67
2025
Q4 		$1.67M Sell
63,593
-2,558
-4% -$66.6K 0.2% 63
2025
Q3 		$1.7M Sell
66,151
-2,674
-4% -$66.2K 0.21% 61
2025
Q2 		$1.64M Sell
68,825
-8,227
-11% -$181K 0.22% 63
2025
Q1 		$1.66M Sell
77,052
-248
-0.3% -$5.64K 0.25% 58
2024
Q4 		$1.75M Sell
77,300
-1,204
-2% -$27.5K 0.26% 56
2024
Q3 		$1.74M Sell
78,504
-4,683
-6% -$100K 0.26% 51
2024
Q2 		$1.74M Sell
83,187
-7,131
-8% -$144K 0.29% 48
2024
Q1 		$1.84M Sell
90,318
-4,251
-4% -$82.3K 0.31% 48
2023
Q4 		$1.75M Sell
94,569
-402
-0.4% -$6.94K 0.35% 39
2023
Q3 		$1.58M Buy
94,971
+126
+0.1% +$2.18K 0.35% 39
2023
Q2 		$1.63M Buy
94,845
+879
+0.9% +$14.3K 0.34% 41
2023
Q1 		$1.5M Buy
93,966
+3,036
+3% +$47.5K 0.31% 48
2022
Q4 		$1.36M Buy
90,930
+3,153
+4% +$47.4K 0.29% 50
2022
Q3 		$1.23M Sell
87,777
-3,384
-4% -$52.6K 0.3% 42
2022
Q2 		$1.34M Buy
91,161
+4,356
+5% +$69.9K 0.32% 39
2022
Q1 		$1.54M Buy
86,805
+549
+0.6% +$9.64K 0.39% 34
2021
Q4 		$1.63M Sell
86,256
-2,166
-2% -$39.9K 0.41% 34
2021
Q3 		$1.53M Sell
88,422
-600
-0.7% -$10.7K 0.43% 33
2021
Q2 		$1.55M Sell
89,022
-8,640
-9% -$146K 0.43% 32
2021
Q1 		$1.57M Buy
97,662
+1,620
+2% +$25.5K 0.45% 32
2020
Q4 		$1.46M Sell
96,042
-780
-0.8% -$11.1K 0.45% 29
2020
Q3 		$1.28M Sell
96,822
-2,028
-2% -$26.7K 0.48% 27
2020
Q2 		$1.21M Buy
98,850
+8,988
+10% +$104K 0.41% 32
2020
Q1 		$905K Sell
89,862
-6,810
-7% -$82.4K 0.38% 34
2019
Q4 		$1.24M Sell
96,672
-2,994
-3% -$36.7K 0.42% 29
2019
Q3 		$1.18M Sell
99,666
-2,538
-2% -$30K 0.45% 27
2019
Q2 		$1.2M Buy
102,204
+3,990
+4% +$46.1K 0.45% 29
2019
Q1 		$1.11M Sell
98,214
-4,314
-4% -$47.1K 0.44% 29
2018
Q4 		$1.02M Buy
102,528
+1,782
+2% +$19.3K 0.39% 33
2018
Q3 		$1.18M Sell
100,746
-2,016
-2% -$23.2K 0.45% 26
2018
Q2 		$1.13M Sell
102,762
-4,122
-4% -$45.1K 0.49% 24
2018
Q1 		$1.14M Sell
106,884
-10,110
-9% -$111K 0.51% 23
2017
Q4 		$1.26M Buy
116,994
+2,538
+2% +$26.6K 0.52% 23
2017
Q3 		$1.16M Buy
114,456
+3,120
+3% +$31K 0.51% 23
2017
Q2 		$1.08M Sell
111,336
-12,846
-10% -$124K 0.49% 23
2017
Q1 		$1.18M Buy
124,182
+11,982
+11% +$112K 0.58% 22
2016
Q4 		$1.01M Buy
112,200
+106,182
+1,764% +$935K 0.53% 27
2016
Q3 		$19.2K Sell
6,018
-90,864
-94% -$789K 0.66% 22
2016
Q2 		$812K Buy
96,882
+17,148
+22% +$142K 0.45% 23
2016
Q1 		$655K Buy
79,734
+1,098
+1% +$8.53K 0.37% 26
2015
Q4 		$643K Buy
78,636
+4,980
+7% +$41.1K 0.32% 32
2015
Q3 		$569K Buy
73,656
+2,190
+3% +$18K 0.34% 33
2015
Q2 		$598K Buy
71,466
+936
+1% +$8K 0.38% 28
2015
Q1 		$593K Sell
70,530
-42,834
-38% -$358K 0.38% 28
2014
Q4 		$941K Buy
113,364
+73,734
+186% +$597K 0.76% 19
2014
Q3 		$314K Buy
39,630
+1,920
+5% +$15.4K 0.25% 43
2014
Q2 		$300K Buy
37,710
+6,948
+23% +$53.6K 0.24% 40
2014
Q1 		$234K Buy
+30,762
New +$230K 0.19% 45

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

BSW Wealth Partners's SCHB Position: Q2 2026 in Review

BSW Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, selling an estimated $25.4K and leaving 62,590 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #68.

BSW Wealth Partners first reported a position in SCHB in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.84M in Q1 2024. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BSW Wealth Partners held 62,590 shares of Schwab US Broad Market ETF worth $1.81M as of Q2 2026.
  • BSW Wealth Partners sold 906 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.4K.
  • Schwab US Broad Market ETF made up 0.2% of BSW Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • BSW Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2014 and has held it in 50 quarters since.
  • BSW Wealth Partners's Schwab US Broad Market ETF position peaked at $1.84M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.