Elevation Wealth Partners
SCHB icon

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
Q3 		$3.48M Buy
118,619
+2,879
+2% +$84.5K 0.98% 27
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% -$3.86K 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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Elevation Wealth Partners's SCHB Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q3 2026, buying an estimated $84.5K and bringing the position to 118,619 shares worth $3.48M. The position accounts for 0.98% of the portfolio, ranked #27.

Elevation Wealth Partners first reported a position in SCHB in Q1 2023 and has held it in 15 quarters since. 586 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Elevation Wealth Partners held 118,619 shares of Schwab US Broad Market ETF worth $3.48M as of Q3 2026.
  • Elevation Wealth Partners bought 2,879 Schwab US Broad Market ETF shares in Q3 2026, an estimated $84.5K.
  • Schwab US Broad Market ETF made up 0.98% of Elevation Wealth Partners's portfolio in Q3 2026, its #27 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 15 quarters since.
  • 586 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.