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

Firethorn Wealth Partners’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	$1.53M	Buy	52,198 +28	+0.1%	+$822	0.49%	52
2026 Q2	$1.51M	Sell	52,170 -376	-0.7%	-$10.5K	0.49%	52
2026 Q1	$1.32M	Sell	52,546 -153	-0.3%	-$4.01K	0.48%	51
2025 Q4	$1.38M	Sell	52,699 -1,924	-4%	-$50.1K	0.52%	43
2025 Q3	$1.4M	Sell	54,623 -2,864	-5%	-$70.9K	0.55%	37
2025 Q2	$1.37M	Sell	57,487 -401	-0.7%	-$8.83K	0.59%	36
2025 Q1	$1.25M	Buy	57,888 +743	+1%	+$16.9K	0.59%	35
2024 Q4	$1.3M	Buy	57,145 +526	+0.9%	+$12K	0.64%	33
2024 Q3	$1.26M	Buy	56,619 +3,159	+6%	+$67.4K	0.64%	33
2024 Q2	$1.12M	Sell	53,460 -240	-0.4%	-$4.86K	0.63%	36
2024 Q1	$1.09M	Buy	53,700 +111	+0.2%	+$2.15K	0.64%	35
2023 Q4	$994K	Buy	53,589 +2,859	+6%	+$49.4K	0.65%	35
2023 Q3	$843K	Buy	50,730 +108	+0.2%	+$1.87K	0.65%	32
2023 Q2	$872K	Buy	50,622 +102	+0.2%	+$1.66K	0.65%	32
2023 Q1	$814K	Buy	50,520 +105	+0.2%	+$1.64K	0.64%	32
2022 Q4	$753K	Sell	50,415 -777	-2%	-$11.7K	0.64%	34
2022 Q3	$716K	Sell	51,192 -1,116	-2%	-$17.4K	0.67%	32
2022 Q2	$841K	Sell	52,308 -114	-0.2%	-$1.83K	0.68%	31
2022 Q1	$933K	Sell	52,422 -10,236	-16%	-$180K	0.71%	31
2021 Q4	$1.18M	Buy	+62,658	New	+$1.15M	0.88%	23
2021 Q2	$1.08M	Sell	62,136 -4,308	-6%	-$72.9K	0.9%	25
2021 Q1	$1.07M	Sell	66,444 -20,346	-23%	-$321K	1%	23
2020 Q4	$1.32M	Buy	+86,790	New	+$1.24M	1.42%	21

Other funds holding SCHB

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

Firethorn Wealth Partners's SCHB Position: Q3 2026 in Review

Firethorn Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q3 2026, buying an estimated $822 and bringing the position to 52,198 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #52.

Firethorn Wealth Partners first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 182 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Firethorn Wealth Partners held 52,198 shares of Schwab US Broad Market ETF worth $1.53M as of Q3 2026.
Firethorn Wealth Partners bought 28 Schwab US Broad Market ETF shares in Q3 2026, an estimated $822.
Schwab US Broad Market ETF made up 0.49% of Firethorn Wealth Partners's portfolio in Q3 2026, its #52 holding.
Firethorn Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
182 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.