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

HB 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
Q3 		$191M Sell
6,514,248
-56,808
-0.9% -$1.67M 0.98% 18
2026
Q2 		$190M Sell
6,571,056
-24,165
-0.4% -$676K 1.07% 15
2026
Q1 		$166M Sell
6,595,221
-93,398
-1% -$2.45M 1.07% 15
2025
Q4 		$175M Sell
6,688,619
-5,470
-0.1% -$142K 1.13% 14
2025
Q3 		$172M Buy
6,694,089
+197,532
+3% +$4.89M 1.17% 14
2025
Q2 		$155M Buy
6,496,557
+25,680
+0.4% +$566K 1.23% 13
2025
Q1 		$139M Sell
6,470,877
-34,791
-0.5% -$791K 1.17% 13
2024
Q4 		$148M Sell
6,505,668
-166,563
-2% -$3.8M 1.51% 12
2024
Q3 		$148M Sell
6,672,231
-45,708
-0.7% -$976K 1.59% 11
2024
Q2 		$141M Sell
6,717,939
-95,349
-1% -$1.93M 1.64% 11
2024
Q1 		$139M Sell
6,813,288
-219,153
-3% -$4.24M 1.74% 11
2023
Q4 		$130M Sell
7,032,441
-2,295
-0% -$39.6K 1.88% 11
2023
Q3 		$117M Sell
7,034,736
-129,957
-2% -$2.25M 1.89% 12
2023
Q2 		$123M Sell
7,164,693
-115,905
-2% -$1.89M 1.97% 11
2023
Q1 		$116M Sell
7,280,598
-894,882
-11% -$14M 2.01% 11
2022
Q4 		$122M Buy
8,175,480
+1,877,787
+30% +$28.2M 2.22% 10
2022
Q3 		$88.1M Sell
6,297,693
-46,824
-0.7% -$728K 1.87% 10
2022
Q2 		$93.5M Buy
6,344,517
+780,600
+14% +$12.5M 1.92% 9
2022
Q1 		$99M Buy
5,563,917
+389,001
+8% +$6.83M 1.84% 10
2021
Q4 		$97.5M Buy
+5,174,916
New +$95.2M 1.96% 9

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

HB Wealth Management's SCHB Position: Q3 2026 in Review

HB Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.86% in Q3 2026, selling an estimated $1.67M and leaving 6,514,248 shares worth $191M. The position accounts for 0.98% of the portfolio, ranked #18.

HB Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • HB Wealth Management held 6,514,248 shares of Schwab US Broad Market ETF worth $191M as of Q3 2026.
  • HB Wealth Management sold 56,808 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.67M.
  • Schwab US Broad Market ETF made up 0.98% of HB Wealth Management's portfolio in Q3 2026, its #18 holding.
  • HB Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.