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

Chesapeake 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
Q1 		$4.82M Sell
191,976
-2,206
-1% -$57.9K 1.48% 19
2025
Q4 		$5.09M Sell
194,182
-1,166
-0.6% -$30.4K 1.52% 17
2025
Q3 		$5.02M Sell
195,348
-7,339
-4% -$182K 1.53% 18
2025
Q2 		$4.83M Sell
202,687
-5,390
-3% -$119K 1.61% 15
2025
Q1 		$4.48M Buy
208,077
+936
+0.5% +$21.3K 1.6% 15
2024
Q4 		$4.7M Buy
207,141
+1,314
+0.6% +$30K 1.61% 17
2024
Q3 		$4.56M Buy
205,827
+549
+0.3% +$11.7K 1.56% 16
2024
Q2 		$4.3M Buy
205,278
+5,541
+3% +$112K 1.56% 16
2024
Q1 		$4.06M Sell
199,737
-23,376
-10% -$452K 1.48% 18
2023
Q4 		$4.14M Buy
223,113
+11,550
+5% +$199K 1.6% 15
2023
Q3 		$3.52M Buy
211,563
+5,937
+3% +$103K 1.47% 16
2023
Q2 		$3.54M Buy
205,626
+15,006
+8% +$245K 1.4% 17
2023
Q1 		$3.04M Sell
190,620
-3,891
-2% -$60.8K 1.27% 21
2022
Q4 		$2.91M Buy
194,511
+6,756
+4% +$102K 1.27% 20
2022
Q3 		$2.63M Sell
187,755
-3,870
-2% -$60.2K 1.2% 22
2022
Q2 		$2.82M Buy
191,625
+1,536
+0.8% +$24.7K 1.21% 19
2022
Q1 		$3.38M Sell
190,089
-8,985
-5% -$158K 1.23% 20
2021
Q4 		$3.75M Sell
199,074
-3,696
-2% -$68K 1.26% 20
2021
Q3 		$3.51M Sell
202,770
-8,850
-4% -$157K 1.26% 19
2021
Q2 		$3.68M Sell
211,620
-11,484
-5% -$194K 1.19% 17
2021
Q1 		$3.6M Sell
223,104
-16,956
-7% -$267K 1.2% 16
2020
Q4 		$3.64M Buy
240,060
+3,990
+2% +$56.8K 1.24% 17
2020
Q3 		$3.13M Sell
236,070
-312
-0.1% -$4.1K 1.17% 16
2020
Q2 		$2.89M Sell
236,382
-702
-0.3% -$8.09K 1.15% 15
2020
Q1 		$2.39M Buy
237,084
+1,710
+0.7% +$20.7K 1.1% 16
2019
Q4 		$3.02M Buy
235,374
+11,466
+5% +$141K 1.16% 19
2019
Q3 		$2.65M Sell
223,908
-3,390
-1% -$40.1K 1.08% 20
2019
Q2 		$2.67M Sell
227,298
-2,532
-1% -$29.2K 1.12% 19
2019
Q1 		$2.61M Buy
229,830
+1,290
+0.6% +$14.1K 1.15% 17
2018
Q4 		$2.28M Sell
228,540
-1,590
-0.7% -$17.2K 1.13% 16
2018
Q3 		$2.7M Buy
230,130
+11,832
+5% +$136K 1.2% 18
2018
Q2 		$2.4M Sell
218,298
-10,482
-5% -$115K 1.11% 20
2018
Q1 		$2.43M Buy
+228,780
New +$2.51M 1.12% 19

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Chesapeake Wealth Management's SCHB Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q1 2026, selling an estimated $57.9K and leaving 191,976 shares worth $4.82M. The position accounts for 1.48% of the portfolio, ranked #19.

Chesapeake Wealth Management first reported a position in SCHB in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.09M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Chesapeake Wealth Management held 191,976 shares of Schwab US Broad Market ETF worth $4.82M as of Q1 2026.
  • Chesapeake Wealth Management sold 2,206 Schwab US Broad Market ETF shares in Q1 2026, an estimated $57.9K.
  • Schwab US Broad Market ETF made up 1.48% of Chesapeake Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Chesapeake Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Chesapeake Wealth Management's Schwab US Broad Market ETF position peaked at $5.09M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.