FPWM
SCHB icon

FSB Premier Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

FSB Premier Wealth Management’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 		$231K Buy
+7,979
New +$223K 0.07% 240
2026
Q1 		– Sell
-7,958
Closed -$209K – 253
2025
Q4 		$209K Buy
7,958
+24
+0.3% +$625 0.07% 231
2025
Q3 		$204K Buy
+7,934
New +$196K 0.07% 221

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

FSB Premier Wealth Management's SCHB Position: Q2 2026 in Review

FSB Premier Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,979 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #240 among its holdings. This is a return to the name: FSB Premier Wealth Management previously reported a position in SCHB as recently as Q4 2025.

FSB Premier Wealth Management first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • FSB Premier Wealth Management held 7,979 shares of Schwab US Broad Market ETF worth $231K as of Q2 2026.
  • Schwab US Broad Market ETF was a new FSB Premier Wealth Management position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of FSB Premier Wealth Management's portfolio in Q2 2026, its #240 holding.
  • FSB Premier Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.