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

CMH 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 		$2.04M Buy
70,320
+3,050
+5% +$85.4K 0.31% 65
2026
Q1 		$1.69M Buy
+67,270
New +$1.77M 0.29% 67

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

CMH Wealth Management's SCHB Position: Q2 2026 in Review

CMH Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 4.5% in Q2 2026, buying an estimated $85.4K and bringing the position to 70,320 shares worth $2.04M. The position accounts for 0.31% of the portfolio, ranked #65.

CMH Wealth Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CMH Wealth Management held 70,320 shares of Schwab US Broad Market ETF worth $2.04M as of Q2 2026.
  • CMH Wealth Management bought 3,050 Schwab US Broad Market ETF shares in Q2 2026, an estimated $85.4K.
  • Schwab US Broad Market ETF made up 0.31% of CMH Wealth Management's portfolio in Q2 2026, its #65 holding.
  • CMH Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.