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Guardian Wealth Management (Illinois)’s Schwab US Broad Market ETF SCHB Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.07M Sell
36,953
-7,220
-16% -$202K 0.53% 50
2026
Q1 		$1.11M Sell
44,173
-11,289
-20% -$296K 0.61% 47
2025
Q4 		$1.45M Sell
55,462
-1,545
-3% -$40.2K 0.85% 39
2025
Q3 		$1.47M Sell
57,007
-1,614
-3% -$40K 0.87% 39
2025
Q2 		$1.4M Sell
58,621
-2,946
-5% -$64.9K 0.93% 39
2025
Q1 		$1.33M Sell
61,567
-8,047
-12% -$183K 0.89% 41
2024
Q4 		$1.58M Buy
69,614
+23
+0% +$525 1.08% 33
2024
Q3 		$1.54M Sell
69,591
-2,196
-3% -$46.9K 1.09% 32
2024
Q2 		$1.5M Sell
71,787
-420
-0.6% -$8.51K 1.15% 31
2024
Q1 		$1.47M Buy
72,207
+39
+0.1% +$755 1.13% 31
2023
Q4 		$1.34M Buy
72,168
+39
+0.1% +$674 1.13% 35
2023
Q3 		$1.2M Buy
72,129
+42
+0.1% +$727 1.12% 38
2023
Q2 		$1.24M Sell
72,087
-1,074
-1% -$17.5K 1.13% 37
2023
Q1 		$1.17M Sell
73,161
-9,816
-12% -$153K 1.12% 36
2022
Q4 		$1.24M Sell
82,977
-3,231
-4% -$48.6K 1.22% 34
2022
Q3 		$1.21M Sell
86,208
-399
-0.5% -$6.21K 1.37% 30
2022
Q2 		$1.28M Sell
86,607
-7,335
-8% -$118K 1.37% 33
2022
Q1 		$1.67M Sell
93,942
-8,778
-9% -$154K 1.66% 23
2021
Q4 		$1.94M Buy
+102,720
New +$1.89M 1.86% 18

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHB Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Schwab US Broad Market ETF (SCHB) stake by 16% in Q2 2026, selling an estimated $202K and leaving 36,953 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #50.

Guardian Wealth Management (Illinois) first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.94M in Q4 2021. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 36,953 shares of Schwab US Broad Market ETF worth $1.07M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 7,220 Schwab US Broad Market ETF shares in Q2 2026, an estimated $202K.
  • Schwab US Broad Market ETF made up 0.53% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #50 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Schwab US Broad Market ETF position peaked at $1.94M in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.