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

Gen-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
Q1 		– Sell
-233
Closed -$6.12K – 744
2025
Q4 		$6.12K Buy
233
+2
+0.9% +$52 ﹤0.01% 560
2025
Q3 		$5.93K Buy
231
+27
+13% +$668 ﹤0.01% 557
2025
Q2 		$4.85K Buy
204
+47
+30% +$1.03K ﹤0.01% 523
2025
Q1 		$3.38K Sell
157
-211
-57% -$4.8K ﹤0.01% 527
2024
Q4 		$8.35K Sell
368
-619
-63% -$14.1K ﹤0.01% 487
2024
Q3 		$7.39K Buy
987
+702
+246% +$15K ﹤0.01% 516
2024
Q2 		$5.97K Buy
285
+30
+12% +$608 ﹤0.01% 500
2024
Q1 		$5.19K Buy
+255
New +$4.93K ﹤0.01% 496

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

Gen-Wealth Partners's SCHB Position: Q1 2026 in Review

Gen-Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 233 shares — an estimated $6.12K sold.

Gen-Wealth Partners first reported a position in SCHB in Q1 2024 and held it in 8 quarters. The position peaked at $8.35K in Q4 2024. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Gen-Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 233 Schwab US Broad Market ETF shares in Q1 2026, an estimated $6.12K.
  • Gen-Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 8 quarters.
  • Gen-Wealth Partners's Schwab US Broad Market ETF position peaked at $8.35K in Q4 2024.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.