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

IHT 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 		$2.25M Sell
77,631
-758
-1% -$21.2K 0.05% 359
2026
Q1 		$1.97M Buy
78,389
+3,113
+4% +$81.7K 0.05% 379
2025
Q4 		$1.97M Buy
75,276
+4,202
+6% +$109K 0.05% 344
2025
Q3 		$1.83M Sell
71,074
-27,894
-28% -$690K 0.05% 355
2025
Q2 		$2.36M Sell
98,968
-25,544
-21% -$563K 0.06% 285
2025
Q1 		$2.68M Sell
124,512
-521
-0.4% -$11.9K 0.08% 230
2024
Q4 		$2.84M Sell
125,033
-83,770
-40% -$1.91M 0.09% 209
2024
Q3 		$4.6M Buy
208,803
+80,805
+63% +$1.73M 0.13% 159
2024
Q2 		$2.68M Sell
127,998
-15,327
-11% -$311K 0.1% 202
2024
Q1 		$2.92M Sell
143,325
-14,580
-9% -$282K 0.12% 178
2023
Q4 		$2.93M Buy
157,905
+2,853
+2% +$49.3K 0.13% 159
2023
Q3 		$2.58M Sell
155,052
-3
-0% -$52 0.13% 159
2023
Q2 		$2.67M Sell
155,055
-25,785
-14% -$420K 0.14% 140
2023
Q1 		$2.88M Buy
180,840
+9,408
+5% +$147K 0.16% 125
2022
Q4 		$2.56M Sell
171,432
-9,825
-5% -$148K 0.16% 142
2022
Q3 		$2.54M Buy
181,257
+159,981
+752% +$2.49M 0.19% 112
2022
Q2 		$313K Sell
21,276
-3,219
-13% -$51.7K 0.03% 520
2022
Q1 		$436K Sell
24,495
-2,367
-9% -$41.5K 0.03% 447
2021
Q4 		$506K Hold
26,862
– – 0.04% 435
2021
Q3 		$465K Sell
26,862
-7,098
-21% -$126K 0.04% 443
2021
Q2 		$590K Sell
33,960
-654
-2% -$11.1K 0.04% 482
2021
Q1 		$558K Sell
34,614
-1,572
-4% -$24.8K 0.04% 420
2020
Q4 		$549K Buy
36,186
+1,812
+5% +$25.8K 0.05% 377
2020
Q3 		$456K Buy
34,374
+3,672
+12% +$48.3K 0.05% 369
2020
Q2 		$376K Sell
30,702
-11,880
-28% -$137K 0.05% 354
2020
Q1 		$429K Sell
42,582
-20,100
-32% -$243K 0.06% 314
2019
Q4 		$803K Buy
+62,682
New +$769K 0.1% 247

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

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

IHT Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.97% in Q2 2026, selling an estimated $21.2K and leaving 77,631 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #359.

IHT Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.6M in Q3 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • IHT Wealth Management held 77,631 shares of Schwab US Broad Market ETF worth $2.25M as of Q2 2026.
  • IHT Wealth Management sold 758 Schwab US Broad Market ETF shares in Q2 2026, an estimated $21.2K.
  • Schwab US Broad Market ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #359 holding.
  • IHT Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • IHT Wealth Management's Schwab US Broad Market ETF position peaked at $4.6M in Q3 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.