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

Connecticut 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	$403K	Buy	13,927 +4,999	+56%	+$140K	0.01%	265
2026 Q1	$224K	Hold	8,928	–	–	0.01%	311
2025 Q4	$234K	Hold	8,928	–	–	0.01%	298
2025 Q3	$230K	Hold	8,928	–	–	0.01%	304
2025 Q2	$213K	Sell	8,928 -3,168	-26%	-$69.8K	0.01%	299
2025 Q1	$260K	Sell	12,096 -63,544	-84%	-$1.45M	0.01%	268
2024 Q4	$1.9M	Buy	75,640 +61,336	+429%	+$1.4M	0.09%	85
2024 Q3	$317K	Hold	14,304	–	–	0.02%	261
2024 Q2	$300K	Buy	14,304 +939	+7%	+$19K	0.02%	264
2024 Q1	$272K	Sell	13,365 -591	-4%	-$11.4K	0.01%	276
2023 Q4	$259K	Sell	13,956 -231	-2%	-$3.99K	0.01%	278
2023 Q3	$236K	Sell	14,187 -678	-5%	-$11.7K	0.02%	263
2023 Q2	$256K	Buy	14,865 +3	+0%	+$49	0.02%	223
2023 Q1	$237K	Buy	+14,862	New	+$232K	0.02%	222

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Connecticut Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 56% in Q2 2026, buying an estimated $140K and bringing the position to 13,927 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #265.

Connecticut Wealth Management first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.9M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Connecticut Wealth Management held 13,927 shares of Schwab US Broad Market ETF worth $403K as of Q2 2026.
Connecticut Wealth Management bought 4,999 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140K.
Schwab US Broad Market ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #265 holding.
Connecticut Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's Schwab US Broad Market ETF position peaked at $1.9M in Q4 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.