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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
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

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FSB Premier Wealth Management's SCHB Position: Q1 2026 in Review

FSB Premier Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 7,958 shares — an estimated $209K sold.

FSB Premier Wealth Management first reported a position in SCHB in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • FSB Premier Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • FSB Premier Wealth Management sold 7,958 Schwab US Broad Market ETF shares in Q1 2026, an estimated $209K.
  • FSB Premier Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 2 quarters.
  • FSB Premier Wealth Management's Schwab US Broad Market ETF position peaked at $209K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.