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

Inlight 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 		– Sell
-675
Closed -$17.7K – 183
2025
Q4 		$17.7K Buy
+675
New +$17.6K 0.01% 135
2025
Q2 		– Sell
-207
Closed -$4.46K – 277
2025
Q1 		$4.46K Buy
+207
New +$4.71K ﹤0.01% 209

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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 $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Inlight Wealth Management's SCHB Position: Q1 2026 in Review

Inlight Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 675 shares — an estimated $17.7K sold.

Inlight Wealth Management first reported a position in SCHB in Q1 2025 and held it in 2 quarters. The position peaked at $17.7K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Inlight Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 675 Schwab US Broad Market ETF shares in Q1 2026, an estimated $17.7K.
  • Inlight Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 2 quarters.
  • Inlight Wealth Management's Schwab US Broad Market ETF position peaked at $17.7K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.