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

Evolution 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
Q1 		$10.1K Hold
401
– – 0.01% 513
2025
Q4 		$10.5K Hold
401
– – 0.01% 441
2025
Q3 		$10.3K Buy
+401
New +$9.93K 0.01% 372

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HCM
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Evolution Wealth Management's SCHB Position: Q1 2026 in Review

Evolution Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 401 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #513.

Evolution Wealth Management first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Evolution Wealth Management held 401 shares of Schwab US Broad Market ETF worth $10.1K as of Q1 2026.
  • Evolution Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #513 holding.
  • Evolution Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Schwab US Broad Market ETF position peaked at $10.5K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.