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

Jamison Private 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	$501K	Sell	17,298 -16	-0.1%	-$448	0.05%	168
2026 Q1	$435K	Buy	17,314 +41	+0.2%	+$1.08K	0.05%	162
2025 Q4	$453K	Buy	17,273 +19	+0.1%	+$495	0.06%	162
2025 Q3	$444K	Sell	17,254 -145	-0.8%	-$3.59K	0.06%	162
2025 Q2	$415K	Buy	17,399 +44	+0.3%	+$969	0.06%	159
2025 Q1	$374K	Sell	17,355 -653	-4%	-$14.9K	0.06%	163
2024 Q4	$409K	Buy	18,008 +44	+0.2%	+$1K	0.06%	153
2024 Q3	$398K	Buy	17,964 +4,173	+30%	+$89.1K	0.06%	146
2024 Q2	$289K	Sell	13,791 -120	-0.9%	-$2.43K	0.05%	154
2024 Q1	$283K	Sell	13,911 -279	-2%	-$5.4K	0.05%	155
2023 Q4	$263K	Sell	14,190 -48	-0.3%	-$829	0.05%	154
2023 Q3	$237K	Buy	+14,238	New	+$246K	0.05%	155

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Jamison Private Wealth Management's SCHB Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.09% in Q2 2026, selling an estimated $448 and leaving 17,298 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #168.

Jamison Private Wealth Management first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Jamison Private Wealth Management held 17,298 shares of Schwab US Broad Market ETF worth $501K as of Q2 2026.
Jamison Private Wealth Management sold 16 Schwab US Broad Market ETF shares in Q2 2026, an estimated $448.
Schwab US Broad Market ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #168 holding.
Jamison Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.