EWM
SCHB icon

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

Evermay 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 		$1.11M Sell
38,193
-700
-2% -$19.6K 0.11% 83
2026
Q1 		$976K Sell
38,893
-117
-0.3% -$3.07K 0.11% 88
2025
Q4 		$1.02M Sell
39,010
-5,515
-12% -$144K 0.11% 82
2025
Q3 		$1.14M Sell
44,525
-6,715
-13% -$166K 0.13% 80
2025
Q2 		$1.22M Sell
51,240
-2,724
-5% -$60K 0.15% 68
2025
Q1 		$1.16M Sell
53,964
-1,658
-3% -$37.7K 0.15% 69
2024
Q4 		$1.26M Sell
55,622
-1,345
-2% -$30.7K 0.19% 63
2024
Q3 		$1.26M Sell
56,967
-453
-0.8% -$9.67K 0.2% 66
2024
Q2 		$1.21M Sell
57,420
-123
-0.2% -$2.49K 0.19% 67
2024
Q1 		$1.17M Buy
57,543
+108
+0.2% +$2.09K 0.18% 72
2023
Q4 		$1.07M Sell
57,435
-354
-0.6% -$6.11K 0.2% 61
2023
Q3 		$960K Sell
57,789
-852
-1% -$14.7K 0.2% 56
2023
Q2 		$1.01M Sell
58,641
-189
-0.3% -$3.08K 0.19% 55
2023
Q1 		$938K Buy
58,830
+12
+0% +$188 0.19% 59
2022
Q4 		$879K Sell
58,818
-636
-1% -$9.56K 0.18% 62
2022
Q3 		$832K Buy
59,454
+132
+0.2% +$2.05K 0.17% 63
2022
Q2 		$874K Buy
59,322
+411
+0.7% +$6.6K 0.17% 59
2022
Q1 		$1.05M Buy
58,911
+9
+0% +$158 0.18% 61
2021
Q4 		$1.11M Buy
58,902
+1,122
+2% +$20.6K 0.2% 45
2021
Q3 		$1M Buy
57,780
+6
+0% +$107 0.19% 44
2021
Q2 		$1M Sell
57,774
-6,180
-10% -$105K 0.19% 51
2021
Q1 		$1.03M Hold
63,954
– – 0.21% 47
2020
Q4 		$970K Sell
63,954
-16,206
-20% -$231K 0.21% 45
2020
Q3 		$1.06M Buy
80,160
+306
+0.4% +$4.02K 0.26% 39
2020
Q2 		$978K Buy
79,854
+8,400
+12% +$96.8K 0.26% 41
2020
Q1 		$720K Sell
71,454
-2,868
-4% -$34.7K 0.22% 51
2019
Q4 		$952K Buy
74,322
+36
+0% +$442 0.23% 47
2019
Q3 		$879K Buy
74,286
+900
+1% +$10.6K 0.24% 47
2019
Q2 		$863K Buy
73,386
+1,848
+3% +$21.3K 0.24% 47
2019
Q1 		$811K Buy
71,538
+7,464
+12% +$81.5K 0.23% 51
2018
Q4 		$640K Buy
+64,074
New +$693K 0.21% 52

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Evermay Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, selling an estimated $19.6K and leaving 38,193 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #83.

Evermay Wealth Management first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.26M in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Evermay Wealth Management held 38,193 shares of Schwab US Broad Market ETF worth $1.11M as of Q2 2026.
  • Evermay Wealth Management sold 700 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.6K.
  • Schwab US Broad Market ETF made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Evermay Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Evermay Wealth Management's Schwab US Broad Market ETF position peaked at $1.26M in Q3 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.