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 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 $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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: Q1 2026 in Review

Consilium Wealth Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 6% in Q1 2026, selling an estimated $54.2K and leaving 32,405 shares worth $813K. The position accounts for 0.28% of the portfolio, ranked #55.

Consilium Wealth Advisory first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $904K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Consilium Wealth Advisory held 32,405 shares of Schwab US Broad Market ETF worth $813K as of Q1 2026.
Consilium Wealth Advisory sold 2,065 Schwab US Broad Market ETF shares in Q1 2026, an estimated $54.2K.
Schwab US Broad Market ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q1 2026, its #55 holding.
Consilium Wealth Advisory first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Schwab US Broad Market ETF position peaked at $904K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.