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

Diversify 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	$1.6M	Buy	55,830 +3,480	+7%	+$97.4K	0.03%	488
2026 Q1	$1.44M	Buy	52,350 +13,006	+33%	+$341K	0.03%	481
2025 Q4	$1.05M	Sell	39,344 -326	-0.8%	-$8.49K	0.05%	317
2025 Q3	$1.04M	Buy	39,670 +359	+0.9%	+$8.89K	0.06%	270
2025 Q2	$974K	Sell	39,311 -2,549	-6%	-$56.1K	0.06%	274
2025 Q1	$894K	Sell	41,860 -4,356	-9%	-$99.1K	0.07%	259
2024 Q4	$1.04M	Sell	46,216 -106,634	-70%	-$2.44M	0.08%	214
2024 Q3	$1.14M	Buy	152,850 +94,176	+161%	+$2.01M	0.11%	183
2024 Q2	$1.17M	Buy	+58,674	New	+$1.19M	0.15%	149

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

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

Diversify Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q2 2026, buying an estimated $97.4K and bringing the position to 55,830 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #488.

Diversify Wealth Management first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Diversify Wealth Management held 55,830 shares of Schwab US Broad Market ETF worth $1.6M as of Q2 2026.
Diversify Wealth Management bought 3,480 Schwab US Broad Market ETF shares in Q2 2026, an estimated $97.4K.
Schwab US Broad Market ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #488 holding.
Diversify Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.