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Foundation Wealth Management (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$686K Sell
23,694
-4,352
-16% -$122K 0.21% 54
2026
Q1 		$704K Hold
28,046
– – 0.25% 45
2025
Q4 		$736K Sell
28,046
-2,098
-7% -$54.6K 0.27% 45
2025
Q3 		$775K Hold
30,144
– – 0.3% 44
2025
Q2 		$718K Buy
30,144
+16,200
+116% +$357K 0.31% 48
2025
Q1 		$300K Hold
13,944
– – 0.14% 69
2024
Q4 		$317K Buy
+13,944
New +$318K 0.15% 67

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SCHB Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Schwab US Broad Market ETF (SCHB) stake by 16% in Q2 2026, selling an estimated $122K and leaving 23,694 shares worth $686K. The position accounts for 0.21% of the portfolio, ranked #54.

Foundation Wealth Management (Pennsylvania) first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q3 2025. 797 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 23,694 shares of Schwab US Broad Market ETF worth $686K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 4,352 Schwab US Broad Market ETF shares in Q2 2026, an estimated $122K.
  • Schwab US Broad Market ETF made up 0.21% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #54 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Schwab US Broad Market ETF position peaked at $775K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.