Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab US Broad Market ETF SCHB Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$42.5M Buy
1,693,122
+44,348
+3% +$1.16M 0.11% 172
2025
Q4 		$43.2M Buy
1,648,774
+1,241,374
+305% +$32.3M 0.12% 162
2025
Q3 		$10.5M Buy
407,400
+6,195
+2% +$153K 0.03% 454
2025
Q2 		$9.56M Sell
401,205
-2,536
-0.6% -$55.9K 0.03% 396
2025
Q1 		$8.69M Buy
403,741
+43,756
+12% +$995K 0.03% 378
2024
Q4 		$8.17M Buy
359,985
+3,543
+1% +$80.9K 0.03% 361
2024
Q3 		$7.9M Sell
356,442
-5,238
-1% -$112K 0.03% 353
2024
Q2 		$7.58M Buy
361,680
+18,681
+5% +$378K 0.04% 338
2024
Q1 		$6.98M Buy
342,999
+29,061
+9% +$562K 0.03% 355
2023
Q4 		$5.83M Buy
313,938
+28,506
+10% +$492K 0.03% 366
2023
Q3 		$4.74M Buy
285,432
+7,014
+3% +$121K 0.03% 370
2023
Q2 		$4.8M Buy
278,418
+81,060
+41% +$1.32M 0.03% 347
2023
Q1 		$3.15M Buy
197,358
+56,109
+40% +$877K 0.02% 408
2022
Q4 		$2.11M Sell
141,249
-39,378
-22% -$592K 0.02% 438
2022
Q3 		$2.53M Buy
180,627
+80,505
+80% +$1.25M 0.02% 388
2022
Q2 		$1.48M Buy
100,122
+2,331
+2% +$37.4K 0.01% 461
2022
Q1 		$1.74M Buy
97,791
+3,723
+4% +$65.4K 0.01% 429
2021
Q4 		$1.77M Buy
+94,068
New +$1.73M 0.01% 458
2021
Q2 		$1.47M Hold
84,276
– – 0.01% 500
2021
Q1 		$1.47M Hold
84,276
– – 0.01% 500
2020
Q4 		$1.47M Hold
84,276
– – 0.01% 500
2020
Q3 		$1.47M Hold
84,276
– – 0.01% 500
2020
Q2 		$1.47M Hold
84,276
– – 0.01% 500
2020
Q1 		$1.47M Hold
84,276
– – 0.01% 500
2019
Q4 		$1.47M Hold
84,276
– – 0.01% 500
2019
Q3 		$1.47M Hold
84,276
– – 0.01% 500
2019
Q2 		$1.47M Hold
84,276
– – 0.01% 500
2019
Q1 		$1.47M Sell
84,276
-19,314
-19% -$211K 0.01% 500
2018
Q4 		$1.03M Sell
103,590
-6,486
-6% -$70.1K 0.03% 374
2018
Q3 		$1.29M Buy
110,076
+28,392
+35% +$327K 0.03% 294
2018
Q2 		$898K Buy
81,684
+52,092
+176% +$570K 0.03% 280
2018
Q1 		$315K Hold
29,592
– – 0.01% 324
2017
Q4 		$318K Hold
29,592
– – 0.01% 305
2017
Q3 		$300K Sell
29,592
-35,286
-54% -$350K 0.01% 293
2017
Q2 		$632K Hold
64,878
– – 0.03% 227
2017
Q1 		$617K Sell
64,878
-4,398
-6% -$41.3K 0.03% 217
2016
Q4 		$626K Sell
69,276
-22,578
-25% -$199K 0.04% 200
2016
Q3 		$801K Buy
91,854
+72,402
+372% +$629K 0.06% 179
2016
Q2 		$163K Buy
+19,452
New +$161K 0.01% 256

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

Carson Wealth (CWM LLC)'s SCHB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab US Broad Market ETF (SCHB) stake by 2.7% in Q1 2026, buying an estimated $1.16M and bringing the position to 1,693,122 shares worth $42.5M. The position accounts for 0.11% of the portfolio, ranked #172.

Carson Wealth (CWM LLC) first reported a position in SCHB in Q2 2016 and has held it in 39 quarters since. The position peaked at $43.2M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,693,122 shares of Schwab US Broad Market ETF worth $42.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44,348 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.16M.
  • Schwab US Broad Market ETF made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #172 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab US Broad Market ETF position peaked at $43.2M in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.