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

Kiker 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 		$6.83K Buy
+236
New +$6.61K ﹤0.01% 145
2025
Q4 		– Sell
-517
Closed -$13.3K – 149
2025
Q3 		$13.3K Buy
517
+17
+3% +$421 0.01% 159
2025
Q2 		$11.9K Buy
+500
New +$11K 0.01% 341

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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

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

Kiker Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 236 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in SCHB as recently as Q3 2025.

Kiker Wealth Management first reported a position in SCHB in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kiker Wealth Management held 236 shares of Schwab US Broad Market ETF worth $6.83K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Kiker Wealth Management position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Kiker Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 3 quarters since.
  • Kiker Wealth Management's Schwab US Broad Market ETF position peaked at $13.3K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.