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Kestra Private Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Kestra Private Wealth Services’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 		$2.08M Sell
71,722
-269
-0.4% -$7.53K 0.02% 579
2026
Q1 		$1.81M Buy
71,991
+8,246
+13% +$216K 0.02% 589
2025
Q4 		$1.67M Sell
63,745
-343
-0.5% -$8.93K 0.02% 604
2025
Q3 		$1.65M Buy
64,088
+1,609
+3% +$39.8K 0.02% 593
2025
Q2 		$1.49M Sell
62,479
-7,037
-10% -$155K 0.02% 592
2025
Q1 		$1.5M Buy
69,516
+4,418
+7% +$101K 0.03% 540
2024
Q4 		$1.48M Sell
65,098
-7,361
-10% -$168K 0.03% 520
2024
Q3 		$1.61M Buy
72,459
+11,244
+18% +$240K 0.03% 476
2024
Q2 		$1.28M Buy
61,215
+1,344
+2% +$27.2K 0.03% 501
2024
Q1 		$1.22M Sell
59,871
-11,733
-16% -$227K 0.03% 501
2023
Q4 		$1.33M Buy
71,604
+10,191
+17% +$176K 0.03% 448
2023
Q3 		$1.02M Buy
61,413
+936
+2% +$16.2K 0.03% 458
2023
Q2 		$1.04M Buy
60,477
+22,644
+60% +$369K 0.04% 420
2023
Q1 		$603K Buy
37,833
+12,384
+49% +$194K 0.02% 547
2022
Q4 		$380K Sell
25,449
-75
-0.3% -$1.13K 0.02% 597
2022
Q3 		$357K Sell
25,524
-1,896
-7% -$29.5K 0.02% 593
2022
Q2 		$404K Sell
27,420
-996
-4% -$16K 0.02% 569
2022
Q1 		$506K Buy
28,416
+1,002
+4% +$17.6K 0.03% 570
2021
Q4 		$516K Sell
27,414
-402
-1% -$7.4K 0.02% 573
2021
Q3 		$482K Sell
27,816
-1,578
-5% -$28.1K 0.03% 546
2021
Q2 		$511K Buy
29,394
+24
+0.1% +$406 0.03% 501
2021
Q1 		$473K Sell
29,370
-528
-2% -$8.32K 0.03% 466
2020
Q4 		$452K Sell
29,898
-34,950
-54% -$498K 0.03% 462
2020
Q3 		$861K Buy
+64,848
New +$853K 0.07% 267

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

Kestra Private Wealth Services's SCHB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Schwab US Broad Market ETF (SCHB) stake by 0.37% in Q2 2026, selling an estimated $7.53K and leaving 71,722 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #579.

Kestra Private Wealth Services first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kestra Private Wealth Services held 71,722 shares of Schwab US Broad Market ETF worth $2.08M as of Q2 2026.
  • Kestra Private Wealth Services sold 269 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.53K.
  • Schwab US Broad Market ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #579 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.