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

Integris 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 		$661K Sell
22,828
-1,279
-5% -$35.8K 0.13% 55
2026
Q1 		$605K Hold
24,107
– – 0.14% 51
2025
Q4 		$632K Hold
24,107
– – 0.14% 53
2025
Q3 		$620K Hold
24,107
– – 0.15% 53
2025
Q2 		$574K Buy
+24,107
New +$531K 0.15% 52

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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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 $103B AUM 28.65% 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

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

Integris Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q2 2026, selling an estimated $35.8K and leaving 22,828 shares worth $661K. The position accounts for 0.13% of the portfolio, ranked #55.

Integris Wealth Management first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Integris Wealth Management held 22,828 shares of Schwab US Broad Market ETF worth $661K as of Q2 2026.
  • Integris Wealth Management sold 1,279 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.8K.
  • Schwab US Broad Market ETF made up 0.13% of Integris Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Integris Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.