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

Expressive Wealth’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 		$402K Buy
13,865
+1,026
+8% +$28.7K 0.38% 90
2026
Q1 		$364K Buy
+12,839
New +$337K 0.35% 90

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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 $103B AUM 28.65% 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

Expressive Wealth's SCHB Position: Q2 2026 in Review

Expressive Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 8% in Q2 2026, buying an estimated $28.7K and bringing the position to 13,865 shares worth $402K. The position accounts for 0.38% of the portfolio, ranked #90.

Expressive Wealth first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Expressive Wealth held 13,865 shares of Schwab US Broad Market ETF worth $402K as of Q2 2026.
  • Expressive Wealth bought 1,026 Schwab US Broad Market ETF shares in Q2 2026, an estimated $28.7K.
  • Schwab US Broad Market ETF made up 0.38% of Expressive Wealth's portfolio in Q2 2026, its #90 holding.
  • Expressive Wealth first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.