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Burton Enright Welch’s Schwab US Broad Market ETF SCHB Stock Holding History

Burton Enright Welch’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 		$1.02M Sell
35,105
-31
-0.1% -$868 0.12% 66
2026
Q1 		$882K Sell
35,136
-423
-1% -$11.1K 0.12% 68
2025
Q4 		$933K Sell
35,559
-666
-2% -$17.3K 0.13% 63
2025
Q3 		$931K Sell
36,225
-338
-0.9% -$8.37K 0.14% 62
2025
Q2 		$871K Sell
36,563
-707
-2% -$15.6K 0.15% 59
2025
Q1 		$802K Sell
37,270
-642
-2% -$14.6K 0.16% 50
2024
Q4 		$861K Buy
37,912
+685
+2% +$15.6K 0.18% 51
2024
Q3 		$825K Sell
37,227
-861
-2% -$18.4K 0.18% 46
2024
Q2 		$798K Sell
38,088
-618
-2% -$12.5K 0.18% 45
2024
Q1 		$788K Sell
38,706
-1,167
-3% -$22.6K 0.19% 45
2023
Q4 		$740K Sell
39,873
-81
-0.2% -$1.4K 0.2% 43
2023
Q3 		$664K Sell
39,954
-993
-2% -$17.2K 0.2% 38
2023
Q2 		$706K Sell
40,947
-1,797
-4% -$29.3K 0.22% 37
2023
Q1 		$682K Sell
42,744
-12,327
-22% -$193K 0.26% 35
2022
Q4 		$823K Buy
55,071
+1,863
+4% +$28K 0.34% 29
2022
Q3 		$745K Sell
53,208
-15,009
-22% -$233K 0.37% 26
2022
Q2 		$1M Sell
68,217
-3,060
-4% -$49.1K 0.6% 24
2022
Q1 		$1.27M Sell
71,277
-11,895
-14% -$209K 0.7% 21
2021
Q4 		$1.57M Buy
+83,172
New +$1.53M 1.05% 16

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

Burton Enright Welch's SCHB Position: Q2 2026 in Review

Burton Enright Welch reduced its Schwab US Broad Market ETF (SCHB) stake by 0.09% in Q2 2026, selling an estimated $868 and leaving 35,105 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #66.

Burton Enright Welch first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2021. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Burton Enright Welch held 35,105 shares of Schwab US Broad Market ETF worth $1.02M as of Q2 2026.
  • Burton Enright Welch sold 31 Schwab US Broad Market ETF shares in Q2 2026, an estimated $868.
  • Schwab US Broad Market ETF made up 0.12% of Burton Enright Welch's portfolio in Q2 2026, its #66 holding.
  • Burton Enright Welch first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Schwab US Broad Market ETF position peaked at $1.57M in Q4 2021.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.