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Curated Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Curated Wealth Partners’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 		$204K Buy
+180,745
New +$5.06M 0.03% 506

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HP
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TCM
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HWA
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AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Curated Wealth Partners's SCHB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 180,745 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #506 among its holdings.

604 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Curated Wealth Partners held 180,745 shares of Schwab US Broad Market ETF worth $204K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Curated Wealth Partners position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #506 holding.
  • 604 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.