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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
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

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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HB Wealth Management's SCHB Position: Q1 2026 in Review

HB Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q1 2026, selling an estimated $2.45M and leaving 6,595,221 shares worth $166M. The position accounts for 1.07% of the portfolio, ranked #15.

HB Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $175M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • HB Wealth Management held 6,595,221 shares of Schwab US Broad Market ETF worth $166M as of Q1 2026.
  • HB Wealth Management sold 93,398 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.45M.
  • Schwab US Broad Market ETF made up 1.07% of HB Wealth Management's portfolio in Q1 2026, its #15 holding.
  • HB Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Schwab US Broad Market ETF position peaked at $175M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.