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

Empirical 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 		$6.47M Buy
223,497
+4,570
+2% +$128K 0.09% 133
2026
Q1 		$5.5M Sell
218,927
-4,562
-2% -$120K 0.1% 138
2025
Q4 		$5.86M Sell
223,489
-1,627
-0.7% -$42.4K 0.1% 130
2025
Q3 		$5.79M Buy
225,116
+105,116
+88% +$2.6M 0.12% 125
2025
Q2 		$2.86M Sell
120,000
-1,082
-0.9% -$23.8K 0.06% 186
2025
Q1 		$2.61M Buy
121,082
+27,563
+29% +$627K 0.07% 182
2024
Q4 		$2.12M Sell
93,519
-3
-0% -$69 0.06% 190
2024
Q3 		$2.07M Buy
93,522
+1,440
+2% +$30.7K 0.06% 184
2024
Q2 		$1.93M Sell
92,082
-7,452
-7% -$151K 0.06% 187
2024
Q1 		$2.03M Sell
99,534
-7,233
-7% -$140K 0.06% 179
2023
Q4 		$1.98M Sell
106,767
-6,804
-6% -$118K 0.07% 167
2023
Q3 		$1.89M Sell
113,571
-23,454
-17% -$406K 0.07% 162
2023
Q2 		$2.36M Buy
137,025
+18,864
+16% +$308K 0.1% 142
2023
Q1 		$1.88M Sell
118,161
-2,304
-2% -$36K 0.08% 148
2022
Q4 		$1.8M Sell
120,465
-6,375
-5% -$95.8K 0.08% 147
2022
Q3 		$1.77M Sell
126,840
-5,619
-4% -$87.4K 0.09% 135
2022
Q2 		$1.95M Buy
132,459
+22,620
+21% +$363K 0.1% 130
2022
Q1 		$1.96M Sell
109,839
-3,705
-3% -$65K 0.1% 138
2021
Q4 		$2.14M Buy
113,544
+8,628
+8% +$159K 0.11% 125
2021
Q3 		$1.82M Sell
104,916
-5,778
-5% -$103K 0.1% 123
2021
Q2 		$1.92M Buy
110,694
+6,714
+6% +$114K 0.12% 115
2021
Q1 		$1.68M Buy
103,980
+6,060
+6% +$95.5K 0.13% 115
2020
Q4 		$1.49M Buy
97,920
+78
+0.1% +$1.11K 0.11% 121
2020
Q3 		$1.3M Buy
97,842
+7,704
+9% +$101K 0.11% 122
2020
Q2 		$1.1M Sell
90,138
-9,792
-10% -$113K 0.1% 121
2020
Q1 		$1.01M Buy
99,930
+5,202
+5% +$62.9K 0.11% 113
2019
Q4 		$1.21M Sell
94,728
-7,500
-7% -$92K 0.13% 109
2019
Q3 		$1.21M Sell
102,228
-4,428
-4% -$52.3K 0.15% 103
2019
Q2 		$1.25M Buy
106,656
+12,714
+14% +$147K 0.16% 92
2019
Q1 		$1.06M Sell
93,942
-9,402
-9% -$103K 0.15% 81
2018
Q4 		$1.03M Buy
103,344
+83,598
+423% +$904K 0.18% 70
2018
Q3 		$232K Sell
19,746
-7,020
-26% -$80.9K 0.04% 189
2018
Q2 		$294K Buy
26,766
+7,056
+36% +$77.1K 0.06% 152
2018
Q1 		$210K Buy
19,710
+30
+0.2% +$330 0.04% 160
2017
Q4 		$212K Sell
19,680
-324
-2% -$3.4K 0.05% 143
2017
Q3 		$203K Buy
+20,004
New +$199K 0.05% 137

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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

Empirical Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, buying an estimated $128K and bringing the position to 223,497 shares worth $6.47M. The position accounts for 0.09% of the portfolio, ranked #133.

Empirical Wealth Management first reported a position in SCHB in Q3 2017 and has held it in 36 quarters since. 645 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Empirical Wealth Management held 223,497 shares of Schwab US Broad Market ETF worth $6.47M as of Q2 2026.
  • Empirical Wealth Management bought 4,570 Schwab US Broad Market ETF shares in Q2 2026, an estimated $128K.
  • Schwab US Broad Market ETF made up 0.09% of Empirical Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Empirical Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 36 quarters since.
  • 645 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.