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

Flatrock 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 		$3.98M Hold
137,288
– – 1.56% 16
2026
Q1 		$3.45M Buy
137,288
+2,074
+2% +$54.4K 1.55% 15
2025
Q4 		$3.55M Buy
+135,214
New +$3.52M 1.7% 15

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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Flatrock Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 137,288 shares worth $3.98M. The position accounts for 1.56% of the portfolio, ranked #16.

Flatrock Wealth Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Flatrock Wealth Partners held 137,288 shares of Schwab US Broad Market ETF worth $3.98M as of Q2 2026.
  • Flatrock Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 1.56% of Flatrock Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Flatrock Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.