High Note Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

High Note Wealth’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	$4.52K	Hold	156	–	–	﹤0.01%	636
2026 Q1	$3.92K	Hold	156	–	–	﹤0.01%	632
2025 Q4	$4.09K	Hold	156	–	–	﹤0.01%	589
2025 Q3	$4.01K	Hold	156	–	–	﹤0.01%	567
2025 Q2	$3.72K	Hold	156	–	–	﹤0.01%	560
2025 Q1	$3.36K	Hold	156	–	–	﹤0.01%	563
2024 Q4	$3.54K	Buy	+156	New	+$3.56K	﹤0.01%	590

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

High Note Wealth's SCHB Position: Q2 2026 in Review

High Note Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 156 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

High Note Wealth first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

High Note Wealth held 156 shares of Schwab US Broad Market ETF worth $4.52K as of Q2 2026.
High Note Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #636 holding.
High Note Wealth first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.