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

Wavvest Wealth 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	$495K	Buy	+16,895	New	+$496K	0.4%	64

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 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

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

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

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

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

CFGSD

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

Wavvest Wealth LLC's SCHB Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 16,895 shares worth $495K. The stake represents 0.4% of the portfolio and ranks #64 among its holdings.

586 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Wavvest Wealth LLC held 16,895 shares of Schwab US Broad Market ETF worth $495K as of Q3 2026.
Schwab US Broad Market ETF was a new Wavvest Wealth LLC position in Q3 2026.
Schwab US Broad Market ETF made up 0.4% of Wavvest Wealth LLC's portfolio in Q3 2026, its #64 holding.
586 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.