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

HighMark 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	$75K	Buy	2,591 +7	+0.3%	+$196	0.03%	138
2026 Q1	$64.9K	Buy	2,584 +7	+0.3%	+$184	0.03%	135
2025 Q4	$67.6K	Buy	2,577 +8	+0.3%	+$208	0.03%	138
2025 Q3	$66K	Buy	2,569 +7	+0.3%	+$173	0.03%	137
2025 Q2	$61K	Buy	2,562 +8	+0.3%	+$176	0.03%	142
2025 Q1	$55K	Buy	2,554 +8	+0.3%	+$182	0.03%	122
2024 Q4	$57.8K	Buy	2,546 +8	+0.3%	+$183	0.03%	116
2024 Q3	$56.3K	Buy	2,538 +18	+0.7%	+$384	0.03%	137
2024 Q2	$52.8K	Hold	2,520	–	–	0.03%	131
2024 Q1	$51.3K	Buy	2,520 +6	+0.2%	+$116	0.03%	135
2023 Q4	$46.6K	Buy	2,514 +780	+45%	+$13.5K	0.03%	136
2023 Q3	$28.8K	Buy	1,734 +6	+0.3%	+$104	0.02%	150
2023 Q2	$29.8K	Buy	1,728 +6	+0.3%	+$98	0.02%	151
2023 Q1	$27.5K	Buy	1,722 +6	+0.3%	+$94	0.02%	177
2022 Q4	$25.6K	Buy	1,716 +9	+0.5%	+$135	0.02%	147
2022 Q3	$24K	Buy	1,707 +6	+0.4%	+$93	0.02%	141
2022 Q2	$25K	Buy	1,701 +6	+0.4%	+$96	0.02%	137
2022 Q1	$30K	Buy	1,695 +9	+0.5%	+$158	0.02%	138
2021 Q4	$32K	Buy	1,686 +6	+0.4%	+$110	0.02%	144
2021 Q3	$29K	Hold	1,680	–	–	0.02%	155
2021 Q2	$29K	Buy	1,680 +6	+0.4%	+$102	0.02%	155
2021 Q1	$27K	Buy	1,674 +6	+0.4%	+$95	0.02%	148
2020 Q4	$25K	Buy	1,668 +6	+0.4%	+$85	0.02%	151
2020 Q3	$22K	Buy	1,662 +12	+0.7%	+$158	0.02%	158
2020 Q2	$20K	Buy	1,650 +6	+0.4%	+$69	0.02%	136
2020 Q1	$16K	Buy	1,644 +12	+0.7%	+$145	0.02%	123
2019 Q4	$20K	Buy	+1,632	New	+$20K	0.02%	131

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

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

HighMark Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $196 and bringing the position to 2,591 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #138.

HighMark Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

HighMark Wealth Management held 2,591 shares of Schwab US Broad Market ETF worth $75K as of Q2 2026.
HighMark Wealth Management bought 7 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196.
Schwab US Broad Market ETF made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #138 holding.
HighMark Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.