Jamison Private Wealth Management
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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
Q3 		$508K Buy
17,338
+40
+0.2% +$1.17K 0.05% 169
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
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Jamison Private Wealth Management's SCHB Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.23% in Q3 2026, buying an estimated $1.17K and bringing the position to 17,338 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #169.

Jamison Private Wealth Management first reported a position in SCHB in Q3 2023 and has held it in 13 quarters since. 1,070 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Jamison Private Wealth Management held 17,338 shares of Schwab US Broad Market ETF worth $508K as of Q3 2026.
  • Jamison Private Wealth Management bought 40 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.17K.
  • Schwab US Broad Market ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Jamison Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.