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Kingswood Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Kingswood Wealth Advisors’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 		$3.11M Buy
107,425
+24,866
+30% +$696K 0.13% 181
2026
Q1 		$2.07M Buy
82,559
+10,543
+15% +$277K 0.1% 230
2025
Q4 		$1.89M Buy
72,016
+1,379
+2% +$35.9K 0.09% 223
2025
Q3 		$1.82M Sell
70,637
-4,893
-6% -$121K 0.11% 191
2025
Q2 		$1.8M Buy
75,530
+277
+0.4% +$6.1K 0.14% 162
2025
Q1 		$1.62M Sell
75,253
-25,782
-26% -$586K 0.15% 162
2024
Q4 		$2.29M Buy
101,035
+27,796
+38% +$635K 0.17% 130
2024
Q3 		$1.62M Buy
73,239
+15,114
+26% +$323K 0.12% 205
2024
Q2 		$1.22M Sell
58,125
-1,782
-3% -$36.1K 0.11% 197
2024
Q1 		$1.22M Buy
59,907
+6,423
+12% +$124K 0.14% 170
2023
Q4 		$992K Buy
53,484
+11,622
+28% +$201K 0.11% 198
2023
Q3 		$696K Buy
+41,862
New +$725K 0.12% 197

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

Kingswood Wealth Advisors's SCHB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2026, buying an estimated $696K and bringing the position to 107,425 shares worth $3.11M. The position accounts for 0.13% of the portfolio, ranked #181.

Kingswood Wealth Advisors first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kingswood Wealth Advisors held 107,425 shares of Schwab US Broad Market ETF worth $3.11M as of Q2 2026.
  • Kingswood Wealth Advisors bought 24,866 Schwab US Broad Market ETF shares in Q2 2026, an estimated $696K.
  • Schwab US Broad Market ETF made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.