Consilium Wealth Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Consilium Wealth Advisory’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	$938K	Hold	32,405	–	–	0.28%	56
2026 Q1	$813K	Sell	32,405 -2,065	-6%	-$54.2K	0.28%	55
2025 Q4	$904K	Hold	34,470	–	–	0.33%	49
2025 Q3	$886K	Hold	34,470	–	–	0.34%	49
2025 Q2	$821K	Hold	34,470	–	–	0.35%	48
2025 Q1	$742K	Hold	34,470	–	–	0.37%	47
2024 Q4	$782K	Hold	34,470	–	–	0.37%	47
2024 Q3	$764K	Hold	34,470	–	–	0.42%	44
2024 Q2	$722K	Hold	34,470	–	–	0.39%	46
2024 Q1	$701K	Hold	34,470	–	–	0.39%	47
2023 Q4	$640K	Hold	34,470	–	–	0.38%	49
2023 Q3	$573K	Hold	34,470	–	–	0.4%	48
2023 Q2	$594K	Hold	34,470	–	–	0.41%	50
2023 Q1	$550K	Hold	34,470	–	–	0.47%	44
2022 Q4	$515K	Hold	34,470	–	–	0.44%	47
2022 Q3	$482K	Hold	34,470	–	–	0.54%	46
2022 Q2	$508K	Hold	34,470	–	–	0.55%	48
2022 Q1	$613K	Hold	34,470	–	–	0.44%	54
2021 Q4	$649K	Buy	+34,470	New	+$634K	0.42%	53

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

Consilium Wealth Advisory's SCHB Position: Q2 2026 in Review

Consilium Wealth Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 32,405 shares worth $938K. The position accounts for 0.28% of the portfolio, ranked #56.

Consilium Wealth Advisory first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Consilium Wealth Advisory held 32,405 shares of Schwab US Broad Market ETF worth $938K as of Q2 2026.
Consilium Wealth Advisory left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q2 2026, its #56 holding.
Consilium Wealth Advisory first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.