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Legacy Wealth Management (Idaho)’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4,762
Closed -$120K – 799
2026
Q1 		$120K Buy
4,762
+2,652
+126% +$69.6K 0.06% 159
2025
Q4 		$55.4K Buy
2,110
+2,067
+4,807% +$53.8K 0.03% 206
2025
Q3 		$1.11K Hold
43
– – ﹤0.01% 611
2025
Q2 		$1.02K Sell
43
-11
-20% -$242 ﹤0.01% 593
2025
Q1 		$1.16K Hold
54
– – ﹤0.01% 621
2024
Q4 		$1.26K Buy
+54
New +$1.23K ﹤0.01% 563

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Legacy Wealth Management (Idaho)'s SCHB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 4,762 shares — an estimated $120K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHB in Q4 2024 and held it in 6 quarters. The position peaked at $120K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4,762 Schwab US Broad Market ETF shares in Q2 2026, an estimated $120K.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Schwab US Broad Market ETF position peaked at $120K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.