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 Q3	$950K	Hold	32,405	–	–	0.28%	56
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 $52.7B AUM 16.5% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Consilium Wealth Advisory's SCHB Position: Q3 2026 in Review

Consilium Wealth Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 32,405 shares worth $950K. 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 20 quarters since. 968 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Consilium Wealth Advisory held 32,405 shares of Schwab US Broad Market ETF worth $950K as of Q3 2026.
Consilium Wealth Advisory left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q3 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 20 quarters since.
968 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.