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Lawood & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Lawood & Co’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 		$953K Hold
32,510
– – 0.66% 39
2026
Q2 		$941K Sell
32,510
-1,000
-3% -$28K 0.64% 39
2026
Q1 		$841K Hold
33,510
– – 0.78% 37
2025
Q4 		$879K Buy
+33,510
New +$872K 0.83% 37

Other funds holding SCHB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
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
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Lawood & Co's SCHB Position: Q3 2026 in Review

Lawood & Co held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 32,510 shares worth $953K. The position accounts for 0.66% of the portfolio, ranked #39.

Lawood & Co first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Lawood & Co held 32,510 shares of Schwab US Broad Market ETF worth $953K as of Q3 2026.
  • Lawood & Co left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.66% of Lawood & Co's portfolio in Q3 2026, its #39 holding.
  • Lawood & Co first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.