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

Jeppson 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 		$503K Buy
17,360
+8
+0% +$224 0.15% 138
2026
Q1 		$436K Sell
17,352
-362
-2% -$9.5K 0.14% 138
2025
Q4 		$465K Buy
17,714
+12
+0.1% +$312 0.15% 125
2025
Q3 		$455K Buy
17,702
+2,011
+13% +$49.8K 0.15% 132
2025
Q2 		$374K Buy
15,691
+11
+0.1% +$242 0.13% 142
2025
Q1 		$338K Sell
15,680
-9,316
-37% -$212K 0.12% 146
2024
Q4 		$567K Buy
24,996
+84
+0.3% +$1.92K 0.21% 112
2024
Q3 		$552K Buy
24,912
+150
+0.6% +$3.2K 0.2% 113
2024
Q2 		$519K Hold
24,762
– – 0.2% 110
2024
Q1 		$504K Buy
24,762
+72
+0.3% +$1.39K 0.2% 113
2023
Q4 		$458K Sell
24,690
-7,698
-24% -$133K 0.19% 118
2023
Q3 		$538K Buy
32,388
+120
+0.4% +$2.08K 0.25% 100
2023
Q2 		$556K Buy
32,268
+114
+0.4% +$1.86K 0.24% 102
2023
Q1 		$513K Buy
32,154
+117
+0.4% +$1.83K 0.22% 109
2022
Q4 		$479K Sell
32,037
-4,362
-12% -$65.6K 0.2% 109
2022
Q3 		$509K Buy
36,399
+132
+0.4% +$2.05K 0.23% 94
2022
Q2 		$534K Buy
36,267
+4,620
+15% +$74.2K 0.23% 97
2022
Q1 		$563K Buy
31,647
+87
+0.3% +$1.53K 0.26% 89
2021
Q4 		$594K Sell
31,560
-1,086
-3% -$20K 0.29% 78
2021
Q3 		$565K Buy
32,646
+96
+0.3% +$1.71K 0.29% 75
2021
Q2 		$565K Buy
32,550
+96
+0.3% +$1.63K 0.31% 74
2021
Q1 		$523K Buy
32,454
+84
+0.3% +$1.32K 0.31% 73
2020
Q4 		$491K Buy
32,370
+120
+0.4% +$1.71K 0.33% 74
2020
Q3 		$428K Buy
+32,250
New +$424K 0.34% 75

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

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

Jeppson Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, buying an estimated $224 and bringing the position to 17,360 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #138.

Jeppson Wealth Management first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. The position peaked at $594K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Jeppson Wealth Management held 17,360 shares of Schwab US Broad Market ETF worth $503K as of Q2 2026.
  • Jeppson Wealth Management bought 8 Schwab US Broad Market ETF shares in Q2 2026, an estimated $224.
  • Schwab US Broad Market ETF made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Jeppson Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Schwab US Broad Market ETF position peaked at $594K in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.