White Sand Wealth Management LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

White Sand Wealth Management LLC’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 Q3	$304K	Buy	+10,380	New	+$305K	0.22%	29

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

White Sand Wealth Management LLC's SCHB Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 10,380 shares worth $304K. The stake represents 0.22% of the portfolio and ranks #29 among its holdings.

1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

White Sand Wealth Management LLC held 10,380 shares of Schwab US Broad Market ETF worth $304K as of Q3 2026.
Schwab US Broad Market ETF was a new White Sand Wealth Management LLC position in Q3 2026.
Schwab US Broad Market ETF made up 0.22% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #29 holding.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.