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

Elevation 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 		$3.35M Sell
115,740
-2,085
-2% -$58.4K 1% 25
2026
Q1 		$2.96M Buy
117,825
+6
+0% +$157 1.06% 24
2025
Q4 		$3.09M Buy
117,819
+7
+0% +$182 1.09% 25
2025
Q3 		$3.03M Buy
117,812
+7
+0% +$173 1.09% 27
2025
Q2 		$2.81M Sell
117,805
-175
-0.1% -$3.85K 1.11% 25
2025
Q1 		$2.54M Sell
117,980
-3,725
-3% -$84.7K 1.1% 22
2024
Q4 		$2.76M Buy
121,705
+2,080
+2% +$47.5K 1.17% 19
2024
Q3 		$2.65M Buy
119,625
+192
+0.2% +$4.1K 1.14% 20
2024
Q2 		$2.5M Sell
119,433
-18,777
-14% -$380K 1.19% 22
2024
Q1 		$2.81M Sell
138,210
-3,492
-2% -$67.6K 1.41% 16
2023
Q4 		$2.35M Buy
141,702
+121,149
+589% +$2.09M 1.41% 15
2023
Q3 		$342K Sell
20,553
-1,827
-8% -$31.6K 0.3% 42
2023
Q2 		$386K Buy
22,380
+12
+0.1% +$196 0.32% 42
2023
Q1 		$357K Buy
+22,368
New +$350K 0.33% 43

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
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

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

Elevation Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, selling an estimated $58.4K and leaving 115,740 shares worth $3.35M. The position accounts for 1% of the portfolio, ranked #25.

Elevation Wealth Partners first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 608 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Elevation Wealth Partners held 115,740 shares of Schwab US Broad Market ETF worth $3.35M as of Q2 2026.
  • Elevation Wealth Partners sold 2,085 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58.4K.
  • Schwab US Broad Market ETF made up 1% of Elevation Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 608 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.