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

Global 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	$23.5M	Sell	810,599 -7,155	-0.9%	-$200K	11.95%	2
2026 Q1	$20.5M	Sell	817,754 -60,847	-7%	-$1.6M	11.19%	3
2025 Q4	$23M	Sell	878,601 -75,406	-8%	-$1.96M	12.4%	2
2025 Q3	$24.5M	Sell	954,007 -43,927	-4%	-$1.09M	12.88%	2
2025 Q2	$24.1M	Sell	997,934 -52,873	-5%	-$1.16M	13.21%	3
2025 Q1	$22.6M	Sell	1,050,807 -7,436	-0.7%	-$169K	13.05%	3
2024 Q4	$24M	Buy	1,058,243 +392	+0%	+$8.95K	15.34%	1
2024 Q3	$23.5M	Buy	+1,057,851	New	+$22.6M	15.87%	1

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Global Wealth Management's SCHB Position: Q2 2026 in Review

Global Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.87% in Q2 2026, selling an estimated $200K and leaving 810,599 shares worth $23.5M. The position accounts for 11.95% of the portfolio, ranked #2.

Global Wealth Management first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.5M in Q3 2025. 408 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Global Wealth Management held 810,599 shares of Schwab US Broad Market ETF worth $23.5M as of Q2 2026.
Global Wealth Management sold 7,155 Schwab US Broad Market ETF shares in Q2 2026, an estimated $200K.
Schwab US Broad Market ETF made up 11.95% of Global Wealth Management's portfolio in Q2 2026, its #2 holding.
Global Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Schwab US Broad Market ETF position peaked at $24.5M in Q3 2025.
408 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.