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

KRM 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
Q1 		$681K Buy
27,142
+51
+0.2% +$1.34K 0.35% 23
2025
Q4 		$711K Buy
+27,091
New +$705K 0.39% 23

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

KRM Wealth Management's SCHB Position: Q1 2026 in Review

KRM Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.19% in Q1 2026, buying an estimated $1.34K and bringing the position to 27,142 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #23.

KRM Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 2 quarters since. The position peaked at $711K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • KRM Wealth Management held 27,142 shares of Schwab US Broad Market ETF worth $681K as of Q1 2026.
  • KRM Wealth Management bought 51 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.34K.
  • Schwab US Broad Market ETF made up 0.35% of KRM Wealth Management's portfolio in Q1 2026, its #23 holding.
  • KRM Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 2 quarters since.
  • KRM Wealth Management's Schwab US Broad Market ETF position peaked at $711K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on KRM Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.