Lake Street Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Lake Street Private Wealth’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	$1.77M	Hold	61,200	–	–	0.2%	91
2026 Q1	$1.54M	Hold	61,200	–	–	0.2%	92
2025 Q4	$1.61M	Buy	+61,200	New	+$1.59M	0.2%	95

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 $104B AUM 28.3% 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

Lake Street Private Wealth's SCHB Position: Q2 2026 in Review

Lake Street Private Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 61,200 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #91.

Lake Street Private Wealth first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Lake Street Private Wealth held 61,200 shares of Schwab US Broad Market ETF worth $1.77M as of Q2 2026.
Lake Street Private Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.2% of Lake Street Private Wealth's portfolio in Q2 2026, its #91 holding.
Lake Street Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.