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

Independent Solutions 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 		$3.59M Sell
142,838
-2,165
-1% -$56.8K 0.53% 51
2025
Q4 		$3.8M Sell
145,003
-3,444
-2% -$89.7K 0.7% 40
2025
Q3 		$3.82M Buy
148,447
+853
+0.6% +$21.1K 0.68% 43
2025
Q2 		$3.52M Buy
147,594
+5,667
+4% +$125K 0.69% 47
2025
Q1 		$3.06M Buy
141,927
+5,109
+4% +$116K 0.68% 45
2024
Q4 		$3.11M Sell
136,818
-15,360
-10% -$351K 0.68% 43
2024
Q3 		$3.37M Sell
152,178
-17,661
-10% -$377K 0.76% 41
2024
Q2 		$3.56M Sell
169,839
-1,518
-0.9% -$30.8K 0.82% 36
2024
Q1 		$3.49M Buy
171,357
+1,779
+1% +$34.4K 0.83% 35
2023
Q4 		$3.15M Sell
169,578
-3,912
-2% -$67.6K 0.81% 39
2023
Q3 		$2.88M Buy
173,490
+12,798
+8% +$221K 0.75% 38
2023
Q2 		$2.77M Buy
160,692
+12,942
+9% +$211K 0.7% 36
2023
Q1 		$2.36M Sell
147,750
-246
-0.2% -$3.85K 0.69% 39
2022
Q4 		$2.21M Sell
147,996
-23,169
-14% -$348K 0.67% 40
2022
Q3 		$2.4M Buy
171,165
+5,076
+3% +$79K 0.79% 31
2022
Q2 		$2.45M Buy
166,089
+4,476
+3% +$71.8K 0.76% 30
2022
Q1 		$2.88M Sell
161,613
-4,701
-3% -$82.5K 0.68% 33
2021
Q4 		$3.13M Sell
166,314
-1,746
-1% -$32.1K 0.74% 33
2021
Q3 		$2.91M Sell
168,060
-5,112
-3% -$90.9K 0.72% 37
2021
Q2 		$3.01M Buy
173,172
+19,152
+12% +$324K 0.73% 36
2021
Q1 		$2.48M Sell
154,020
-9,516
-6% -$150K 0.68% 35
2020
Q4 		$2.48M Sell
163,536
-21,504
-12% -$306K 0.77% 33
2020
Q3 		$2.46M Sell
185,040
-43,560
-19% -$573K 0.94% 24
2020
Q2 		$2.8M Sell
228,600
-11,004
-5% -$127K 1.2% 21
2020
Q1 		$2.41M Sell
239,604
-33,750
-12% -$408K 1.33% 20
2019
Q4 		$3.5M Buy
+273,354
New +$3.35M 1.55% 16

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 $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

Independent Solutions Wealth Management's SCHB Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q1 2026, selling an estimated $56.8K and leaving 142,838 shares worth $3.59M. The position accounts for 0.53% of the portfolio, ranked #51.

Independent Solutions Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.82M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Independent Solutions Wealth Management held 142,838 shares of Schwab US Broad Market ETF worth $3.59M as of Q1 2026.
  • Independent Solutions Wealth Management sold 2,165 Schwab US Broad Market ETF shares in Q1 2026, an estimated $56.8K.
  • Schwab US Broad Market ETF made up 0.53% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Schwab US Broad Market ETF position peaked at $3.82M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.