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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $104B AUM 28.3% 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

Firethorn Wealth Partners's SCHB Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q2 2026, selling an estimated $10.5K and leaving 52,170 shares worth $1.51M. 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 22 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Firethorn Wealth Partners held 52,170 shares of Schwab US Broad Market ETF worth $1.51M as of Q2 2026.
  • Firethorn Wealth Partners sold 376 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.5K.
  • Schwab US Broad Market ETF made up 0.49% of Firethorn Wealth Partners's portfolio in Q2 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 22 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.