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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
Q2 		$26.6K Buy
919
+518
+129% +$14.5K 0.02% 414
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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R
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SCM
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UBS AM
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HighTower Advisors
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Evolution Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 129% in Q2 2026, buying an estimated $14.5K and bringing the position to 919 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #414.

Evolution Wealth Management first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Evolution Wealth Management held 919 shares of Schwab US Broad Market ETF worth $26.6K as of Q2 2026.
  • Evolution Wealth Management bought 518 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.5K.
  • Schwab US Broad Market ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Evolution Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.