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

Keebeck 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 		$1.36M Buy
46,983
+3
+0% +$84 0.13% 142
2026
Q1 		$1.18M Sell
46,980
-3,000
-6% -$78.7K 0.13% 147
2025
Q4 		$1.31M Buy
49,980
+11
+0% +$286 0.15% 135
2025
Q3 		$1.28M Buy
49,969
+7
+0% +$173 0.15% 133
2025
Q2 		$1.19M Sell
49,962
-1,156
-2% -$25.5K 0.16% 130
2025
Q1 		$1.1M Buy
51,118
+6,206
+14% +$141K 0.16% 124
2024
Q4 		$1.02M Sell
44,912
-1
-0% -$23 0.15% 128
2024
Q3 		$996K Sell
44,913
-17,073
-28% -$365K 0.14% 133
2024
Q2 		$1.3M Sell
61,986
-327
-0.5% -$6.63K 0.19% 119
2024
Q1 		$1.27M Hold
62,313
– – 0.19% 126
2023
Q4 		$1.16M Buy
62,313
+45
+0.1% +$777 0.19% 122
2023
Q3 		$1.03M Sell
62,268
-285
-0.5% -$4.93K 0.18% 123
2023
Q2 		$1.08M Buy
62,553
+180
+0.3% +$2.93K 0.15% 125
2023
Q1 		$995K Hold
62,373
– – 0.16% 115
2022
Q4 		$932K Hold
62,373
– – 0.16% 118
2022
Q3 		$873K Sell
62,373
-297
-0.5% -$4.62K 0.17% 112
2022
Q2 		$923K Sell
62,670
-8,343
-12% -$134K 0.18% 119
2022
Q1 		$1.26M Sell
71,013
-477
-0.7% -$8.37K 0.21% 102
2021
Q4 		$1.35M Buy
71,490
+6
+0% +$110 0.24% 89
2021
Q3 		$1.24M Hold
71,484
– – 0.24% 90
2021
Q2 		$1.24M Hold
71,484
– – 0.18% 102
2021
Q1 		$1.15M Sell
71,484
-18
-0% -$284 0.18% 97
2020
Q4 		$1.08M Buy
71,502
+534
+0.8% +$7.61K 0.19% 86
2020
Q3 		$941K Hold
70,968
– – 0.19% 81
2020
Q2 		$869K Buy
+70,968
New +$818K 0.27% 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 $104B AUM 28.3% 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

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

Keebeck Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $84 and bringing the position to 46,983 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #142.

Keebeck Wealth Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Keebeck Wealth Management held 46,983 shares of Schwab US Broad Market ETF worth $1.36M as of Q2 2026.
  • Keebeck Wealth Management bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.13% of Keebeck Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Keebeck Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.