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

Kingsview 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 		$666K Buy
22,988
+9,933
+76% +$278K 0.01% 876
2026
Q1 		$328K Buy
13,055
+454
+4% +$11.9K ﹤0.01% 1049
2025
Q4 		$331K Buy
12,601
+1,487
+13% +$38.7K ﹤0.01% 990
2025
Q3 		$286K Buy
11,114
+273
+3% +$6.76K ﹤0.01% 983
2025
Q2 		$258K Buy
+10,841
New +$239K ﹤0.01% 1003
2025
Q1 		– Sell
-11,031
Closed -$250K – 1173
2024
Q4 		$250K Buy
11,031
+750
+7% +$17.1K ﹤0.01% 972
2024
Q3 		$228K Buy
10,281
+378
+4% +$8.07K ﹤0.01% 984
2024
Q2 		$208K Sell
9,903
-27
-0.3% -$547 ﹤0.01% 976
2024
Q1 		$202K Buy
+9,930
New +$192K 0.01% 968
2019
Q4 		– Sell
-71,652
Closed -$848K – 523
2019
Q3 		$848K Buy
71,652
+1,608
+2% +$19K 0.13% 177
2019
Q2 		$823K Sell
70,044
-64,350
-48% -$743K 0.14% 175
2019
Q1 		$1.52M Buy
134,394
+52,914
+65% +$578K 0.23% 123
2018
Q4 		$814K Buy
81,480
+9,732
+14% +$105K 0.18% 154
2018
Q3 		$842K Sell
71,748
-2,514
-3% -$29K 0.17% 163
2018
Q2 		$817K Sell
74,262
-42
-0.1% -$459 0.2% 143
2018
Q1 		$790K Buy
74,304
+9,288
+14% +$102K 0.2% 143
2017
Q4 		$699K Sell
65,016
-4,632
-7% -$48.6K 0.25% 126
2017
Q3 		$707K Sell
69,648
-21,420
-24% -$213K 0.31% 96
2017
Q2 		$887K Buy
91,068
+24,066
+36% +$232K 0.46% 65
2017
Q1 		$637K Buy
+67,002
New +$629K 0.38% 94

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

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

Kingsview Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 76% in Q2 2026, buying an estimated $278K and bringing the position to 22,988 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #876.

Kingsview Wealth Management first reported a position in SCHB in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.52M in Q1 2019. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kingsview Wealth Management held 22,988 shares of Schwab US Broad Market ETF worth $666K as of Q2 2026.
  • Kingsview Wealth Management bought 9,933 Schwab US Broad Market ETF shares in Q2 2026, an estimated $278K.
  • Schwab US Broad Market ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #876 holding.
  • Kingsview Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 20 quarters since.
  • Kingsview Wealth Management's Schwab US Broad Market ETF position peaked at $1.52M in Q1 2019.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.