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

Hartmann Taylor 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
Q1 		$5.73M Hold
228,179
– – 3.79% 8
2025
Q4 		$5.99M Hold
228,179
– – 4.04% 8
2025
Q3 		$5.87M Hold
228,179
– – 4.21% 6
2025
Q2 		$5.44M Buy
228,179
+500
+0.2% +$11K 4.53% 7
2025
Q1 		$4.9M Buy
+227,679
New +$5.18M 4.39% 8

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Hartmann Taylor Wealth Management's SCHB Position: Q1 2026 in Review

Hartmann Taylor Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 228,179 shares worth $5.73M. The position accounts for 3.79% of the portfolio, ranked #8.

Hartmann Taylor Wealth Management first reported a position in SCHB in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.99M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Hartmann Taylor Wealth Management held 228,179 shares of Schwab US Broad Market ETF worth $5.73M as of Q1 2026.
  • Hartmann Taylor Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 3.79% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Hartmann Taylor Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Schwab US Broad Market ETF position peaked at $5.99M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.