Heartwood Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Heartwood Wealth Advisors’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	$381K	Hold	12,993	–	–	0.03%	160
2026 Q2	$376K	Hold	12,993	–	–	0.03%	166
2026 Q1	$326K	Hold	12,993	–	–	0.03%	166
2025 Q4	$341K	Hold	12,993	–	–	0.03%	148
2025 Q3	$334K	Hold	12,993	–	–	0.03%	148
2025 Q2	$310K	Sell	12,993 -348	-3%	-$7.67K	0.03%	147
2025 Q1	$287K	Hold	13,341	–	–	0.03%	142
2024 Q4	$303K	Hold	13,341	–	–	0.03%	133
2024 Q3	$296K	Sell	13,341 -2,043	-13%	-$43.6K	0.03%	135
2024 Q2	$322K	Buy	+15,384	New	+$312K	0.04%	127

Other funds holding SCHB

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Heartwood Wealth Advisors's SCHB Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 12,993 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #160.

Heartwood Wealth Advisors first reported a position in SCHB in Q2 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Heartwood Wealth Advisors held 12,993 shares of Schwab US Broad Market ETF worth $381K as of Q3 2026.
Heartwood Wealth Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #160 holding.
Heartwood Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 10 quarters since.
54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.