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

Daymark 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 		$690K Buy
23,835
+500
+2% +$14K 0.02% 400
2026
Q1 		$586K Hold
23,335
– – 0.02% 382
2025
Q4 		$612K Buy
23,335
+9,310
+66% +$242K 0.02% 355
2025
Q3 		$361K Buy
+14,025
New +$347K 0.01% 444

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

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

Daymark Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, buying an estimated $14K and bringing the position to 23,835 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #400.

Daymark Wealth Partners first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Daymark Wealth Partners held 23,835 shares of Schwab US Broad Market ETF worth $690K as of Q2 2026.
  • Daymark Wealth Partners bought 500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14K.
  • Schwab US Broad Market ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #400 holding.
  • Daymark Wealth Partners first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.