JWM
SCHB icon

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

Jackson 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 		– Sell
-9,182
Closed -$230K – 112
2026
Q1 		$230K Hold
9,182
– – 0.02% 137
2025
Q4 		$241K Hold
9,182
– – 0.02% 133
2025
Q3 		$236K Hold
9,182
– – 0.02% 150
2025
Q2 		$219K Buy
+9,182
New +$202K 0.02% 153
2025
Q1 		– Sell
-9,182
Closed -$208K – 176
2024
Q4 		$208K Sell
9,182
-1
-0% -$23 0.02% 150
2024
Q3 		$204K Buy
+9,183
New +$196K 0.02% 148
2022
Q1 		– Sell
-109,392
Closed -$2.06M – 123
2021
Q4 		$2.06M Buy
+109,392
New +$2.01M 0.26% 85

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 $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

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

Jackson Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 9,182 shares — an estimated $230K sold.

Jackson Wealth Management first reported a position in SCHB in Q4 2021 and held it in 7 quarters. The position peaked at $2.06M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Jackson Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 9,182 Schwab US Broad Market ETF shares in Q2 2026, an estimated $230K.
  • Jackson Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 7 quarters.
  • Jackson Wealth Management's Schwab US Broad Market ETF position peaked at $2.06M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.