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Generations Wealth LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Generations Wealth LLC’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 		$374K Sell
12,911
-79
-0.6% -$2.21K 0.36% 25
2026
Q1 		$326K Hold
12,990
– – 0.32% 25
2025
Q4 		$341K Buy
+12,990
New +$338K 0.35% 22

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R
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SCM
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UBS AM
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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

Generations Wealth LLC's SCHB Position: Q2 2026 in Review

Generations Wealth LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.61% in Q2 2026, selling an estimated $2.21K and leaving 12,911 shares worth $374K. The position accounts for 0.36% of the portfolio, ranked #25.

Generations Wealth LLC first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Generations Wealth LLC held 12,911 shares of Schwab US Broad Market ETF worth $374K as of Q2 2026.
  • Generations Wealth LLC sold 79 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.21K.
  • Schwab US Broad Market ETF made up 0.36% of Generations Wealth LLC's portfolio in Q2 2026, its #25 holding.
  • Generations Wealth LLC first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.