DecisionMap Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

DecisionMap Wealth Management’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	$986K	Sell	34,060 -354	-1%	-$9.91K	0.55%	44
2026 Q1	$864K	Sell	34,414 -419	-1%	-$11K	0.56%	48
2025 Q4	$914K	Buy	34,833 +793	+2%	+$20.6K	0.56%	50
2025 Q3	$875K	Hold	34,040	–	–	0.56%	52
2025 Q2	$811K	Sell	34,040 -87	-0.3%	-$1.92K	0.56%	50
2025 Q1	$735K	Sell	34,127 -85	-0.2%	-$1.93K	0.56%	48
2024 Q4	$777K	Buy	+34,212	New	+$781K	0.62%	47

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 $103B AUM 28.65% 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

DecisionMap Wealth Management's SCHB Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $9.91K and leaving 34,060 shares worth $986K. The position accounts for 0.55% of the portfolio, ranked #44.

DecisionMap Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

DecisionMap Wealth Management held 34,060 shares of Schwab US Broad Market ETF worth $986K as of Q2 2026.
DecisionMap Wealth Management sold 354 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.91K.
Schwab US Broad Market ETF made up 0.55% of DecisionMap Wealth Management's portfolio in Q2 2026, its #44 holding.
DecisionMap Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.