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

Lakeridge 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 Q2	$512K	Sell	17,680 -381	-2%	-$10.7K	0.19%	103
2026 Q1	$453K	Sell	18,061 -575	-3%	-$15.1K	0.19%	101
2025 Q4	$489K	Buy	18,636 +15	+0.1%	+$390	0.22%	91
2025 Q3	$479K	Sell	18,621 -51	-0.3%	-$1.26K	0.21%	85
2025 Q2	$445K	Sell	18,672 -1,730	-8%	-$38.1K	0.2%	90
2025 Q1	$439K	Sell	20,402 -289	-1%	-$6.57K	0.22%	91
2024 Q4	$470K	Hold	20,691	–	–	0.24%	81
2024 Q3	$459K	Sell	20,691 -48	-0.2%	-$1.02K	0.25%	79
2024 Q2	$435K	Sell	20,739 -1,701	-8%	-$34.5K	0.26%	76
2024 Q1	$457K	Sell	22,440 -396	-2%	-$7.66K	0.3%	67
2023 Q4	$424K	Buy	+22,836	New	+$394K	0.31%	65

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

Lakeridge Wealth Management's SCHB Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $10.7K and leaving 17,680 shares worth $512K. The position accounts for 0.19% of the portfolio, ranked #103.

Lakeridge Wealth Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Lakeridge Wealth Management held 17,680 shares of Schwab US Broad Market ETF worth $512K as of Q2 2026.
Lakeridge Wealth Management sold 381 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.7K.
Schwab US Broad Market ETF made up 0.19% of Lakeridge Wealth Management's portfolio in Q2 2026, its #103 holding.
Lakeridge Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.