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Bucket List Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bucket List 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 		$244K Buy
8,410
+22
+0.3% +$616 0.12% 57
2026
Q1 		$211K Buy
8,388
+24
+0.3% +$630 0.13% 55
2025
Q4 		$219K Buy
+8,364
New +$218K 0.13% 59

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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 $103B AUM 28.65% 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

Bucket List Wealth Management's SCHB Position: Q2 2026 in Review

Bucket List Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $616 and bringing the position to 8,410 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #57.

Bucket List Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bucket List Wealth Management held 8,410 shares of Schwab US Broad Market ETF worth $244K as of Q2 2026.
  • Bucket List Wealth Management bought 22 Schwab US Broad Market ETF shares in Q2 2026, an estimated $616.
  • Schwab US Broad Market ETF made up 0.12% of Bucket List Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Bucket List Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.