KWMG LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

KWMG LLC’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 Q3	$385K	Buy	13,130 +1,262	+11%	+$37K	0.03%	126
2026 Q2	$344K	Buy	11,868 +517	+5%	+$14.5K	0.02%	131
2026 Q1	$285K	Buy	11,351 +833	+8%	+$21.9K	0.02%	134
2025 Q4	$276K	Buy	10,518 +1,746	+20%	+$45.5K	0.02%	139
2025 Q3	$226K	Buy	+8,772	New	+$217K	0.02%	146
2025 Q2	–	Sell	-67,122	Closed	-$1.45M	–	149
2025 Q1	$1.45M	Buy	+67,122	New	+$1.53M	0.15%	99
2019 Q2	–	Sell	-2,910	Closed	-$33K	–	369
2019 Q1	$33K	Buy	2,910 +18	+0.6%	+$197	0.01%	196
2018 Q4	$29K	Buy	2,892 +30	+1%	+$324	0.01%	201
2018 Q3	$34K	Buy	+2,862	New	+$33K	0.01%	192

Other funds holding SCHB

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

KWMG LLC's SCHB Position: Q3 2026 in Review

KWMG LLC increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q3 2026, buying an estimated $37K and bringing the position to 13,130 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #126.

KWMG LLC first reported a position in SCHB in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2025. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

KWMG LLC held 13,130 shares of Schwab US Broad Market ETF worth $385K as of Q3 2026.
KWMG LLC bought 1,262 Schwab US Broad Market ETF shares in Q3 2026, an estimated $37K.
Schwab US Broad Market ETF made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #126 holding.
KWMG LLC first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 9 quarters since.
KWMG LLC's Schwab US Broad Market ETF position peaked at $1.45M in Q1 2025.
54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.