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 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

KWMG LLC's SCHB Position: Q2 2026 in Review

KWMG LLC increased its Schwab US Broad Market ETF (SCHB) stake by 4.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 11,868 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #131.

KWMG LLC first reported a position in SCHB in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

KWMG LLC held 11,868 shares of Schwab US Broad Market ETF worth $344K as of Q2 2026.
KWMG LLC bought 517 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.5K.
Schwab US Broad Market ETF made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #131 holding.
KWMG LLC first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 8 quarters since.
KWMG LLC's Schwab US Broad Market ETF position peaked at $1.45M in Q1 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.