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Graves Light Lenhart Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Graves Light Lenhart Wealth’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 		$402K Hold
13,864
– – 0.04% 138
2026
Q1 		$348K Buy
13,864
+1
+0% +$26 0.04% 136
2025
Q4 		$364K Sell
13,863
-108
-0.8% -$2.81K 0.04% 131
2025
Q3 		$359K Hold
13,971
– – 0.04% 133
2025
Q2 		$333K Hold
13,971
– – 0.04% 137
2025
Q1 		$301K Hold
13,971
– – 0.04% 142
2024
Q4 		$317K Hold
13,971
– – 0.04% 140
2024
Q3 		$310K Hold
13,971
– – 0.04% 145
2024
Q2 		$293K Hold
13,971
– – 0.03% 148
2024
Q1 		$284K Hold
13,971
– – 0.03% 154
2023
Q4 		$259K Hold
13,971
– – 0.03% 156
2023
Q3 		$233K Hold
13,971
– – 0.03% 157
2023
Q2 		$241K Hold
13,971
– – 0.03% 160
2023
Q1 		$223K Buy
13,971
+51
+0.4% +$797 0.03% 151
2022
Q4 		$208K Buy
+13,920
New +$209K 0.03% 157
2022
Q3 		– Sell
-13,800
Closed -$203K – 511
2022
Q2 		$203K Sell
13,800
-3,870
-22% -$62.1K 0.03% 162
2022
Q1 		$314K Buy
17,670
+36
+0.2% +$632 0.04% 142
2021
Q4 		$332K Buy
17,634
+54
+0.3% +$993 0.05% 141
2021
Q3 		$304K Buy
17,580
+42
+0.2% +$747 0.05% 138
2021
Q2 		$305K Buy
17,538
+42
+0.2% +$711 0.05% 139
2021
Q1 		$282K Buy
17,496
+36
+0.2% +$568 0.05% 144
2020
Q4 		$265K Buy
17,460
+54
+0.3% +$769 0.05% 144
2020
Q3 		$231K Buy
17,406
+84
+0.5% +$1.1K 0.05% 142
2020
Q2 		$212K Buy
+17,322
New +$200K 0.05% 143
2020
Q1 		– Sell
-17,202
Closed -$220K – 176
2019
Q4 		$220K Buy
17,202
+78
+0.5% +$957 0.05% 157
2019
Q3 		$207K Buy
+17,124
New +$202K 0.05% 162

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

Graves Light Lenhart Wealth's SCHB Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,864 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #138.

Graves Light Lenhart Wealth first reported a position in SCHB in Q3 2019 and has held it in 26 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Graves Light Lenhart Wealth held 13,864 shares of Schwab US Broad Market ETF worth $402K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #138 holding.
  • Graves Light Lenhart Wealth first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 26 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.