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

Hubbell Strickland 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 		$213K Buy
8,479
+24
+0.3% +$630 0.08% 79
2025
Q4 		$222K Sell
8,455
-865
-9% -$22.5K 0.09% 77
2025
Q3 		$240K Buy
9,320
+27
+0.3% +$668 0.1% 75
2025
Q2 		$221K Buy
+9,293
New +$205K 0.1% 78
2025
Q1 		– Sell
-9,238
Closed -$210K – 83
2024
Q4 		$210K Buy
9,238
+34
+0.4% +$777 0.1% 73
2024
Q3 		$204K Buy
+9,204
New +$197K 0.1% 73

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 $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Hubbell Strickland Wealth Management's SCHB Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q1 2026, buying an estimated $630 and bringing the position to 8,479 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #79.

Hubbell Strickland Wealth Management first reported a position in SCHB in Q3 2024 and has held it in 6 quarters since. The position peaked at $240K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Hubbell Strickland Wealth Management held 8,479 shares of Schwab US Broad Market ETF worth $213K as of Q1 2026.
  • Hubbell Strickland Wealth Management bought 24 Schwab US Broad Market ETF shares in Q1 2026, an estimated $630.
  • Schwab US Broad Market ETF made up 0.08% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Hubbell Strickland Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 6 quarters since.
  • Hubbell Strickland Wealth Management's Schwab US Broad Market ETF position peaked at $240K in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.