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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
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

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

HB Wealth Management's SCHB Position: Q2 2026 in Review

HB Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.37% in Q2 2026, selling an estimated $676K and leaving 6,571,056 shares worth $190M. 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 19 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • HB Wealth Management held 6,571,056 shares of Schwab US Broad Market ETF worth $190M as of Q2 2026.
  • HB Wealth Management sold 24,165 Schwab US Broad Market ETF shares in Q2 2026, an estimated $676K.
  • Schwab US Broad Market ETF made up 1.07% of HB Wealth Management's portfolio in Q2 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 19 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.