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

Legacy Wealth Management (Tennessee)’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 		$1.19M Buy
41,259
+456
+1% +$12.8K 0.06% 18
2026
Q1 		$1.02M Buy
40,803
+2,782
+7% +$73K 0.06% 18
2025
Q4 		$997K Sell
38,021
-440
-1% -$11.5K 0.06% 18
2025
Q3 		$989K Buy
38,461
+674
+2% +$16.7K 0.06% 18
2025
Q2 		$900K Buy
37,787
+854
+2% +$18.8K 0.06% 18
2025
Q1 		$795K Buy
36,933
+12
+0% +$273 0.05% 19
2024
Q4 		$838K Sell
36,921
-366
-1% -$8.36K 0.05% 18
2024
Q3 		$827K Sell
37,287
-147
-0.4% -$3.14K 0.05% 19
2024
Q2 		$784K Sell
37,434
-5,760
-13% -$117K 0.06% 18
2024
Q1 		$879K Sell
43,194
-4,524
-9% -$87.5K 0.06% 18
2023
Q4 		$885K Sell
47,718
-540
-1% -$9.33K 0.07% 16
2023
Q3 		$802K Sell
48,258
-2,220
-4% -$38.4K 0.07% 15
2023
Q2 		$870K Sell
50,478
-1,314
-3% -$21.4K 0.07% 14
2023
Q1 		$826K Buy
51,792
+3,723
+8% +$58.2K 0.07% 14
2022
Q4 		$718K Buy
48,069
+1,692
+4% +$25.4K 0.07% 15
2022
Q3 		$649K Buy
46,377
+9,852
+27% +$153K 0.07% 14
2022
Q2 		$538K Buy
36,525
+3,483
+11% +$55.9K 0.07% 17
2022
Q1 		$588K Sell
33,042
-1,128
-3% -$19.8K 0.07% 15
2021
Q4 		$644K Buy
34,170
+678
+2% +$12.5K 0.07% 14
2021
Q3 		$580K Buy
33,492
+4,536
+16% +$80.7K 0.07% 13
2021
Q2 		$503K Buy
28,956
+4,248
+17% +$71.9K 0.06% 13
2021
Q1 		$398K Sell
24,708
-1,188
-5% -$18.7K 0.05% 13
2020
Q4 		$393K Buy
25,896
+2,496
+11% +$35.6K 0.05% 12
2020
Q3 		$311K Sell
23,400
-1,506
-6% -$19.8K 0.05% 12
2020
Q2 		$305K Sell
24,906
-3,414
-12% -$39.4K 0.05% 12
2020
Q1 		$285K Sell
28,320
-19,608
-41% -$237K 0.05% 11
2019
Q4 		$614K Buy
47,928
+2,280
+5% +$28K 0.09% 11
2019
Q3 		$540K Buy
45,648
+4,218
+10% +$49.8K 0.09% 11
2019
Q2 		$487K Sell
41,430
-1,116
-3% -$12.9K 0.09% 11
2019
Q1 		$483K Sell
42,546
-582,366
-93% -$6.36M 0.09% 11
2018
Q4 		$6.24M Buy
624,912
+589,668
+1,673% +$6.38M 1.37% 10
2018
Q3 		$413K Buy
35,244
+1,878
+6% +$21.6K 0.08% 11
2018
Q2 		$367K Buy
33,366
+3,306
+11% +$36.1K 0.09% 11
2018
Q1 		$320K Buy
30,060
+3,774
+14% +$41.5K 0.08% 12
2017
Q4 		$283K Buy
+26,286
New +$276K 0.07% 11
2017
Q3 		– Sell
-22,386
Closed -$218K – 11
2017
Q2 		$218K Buy
22,386
+840
+4% +$8.11K 0.05% 10
2017
Q1 		$205K Sell
21,546
-4,314
-17% -$40.5K 0.05% 10
2016
Q4 		$234K Buy
25,860
+1,704
+7% +$15K 0.06% 10
2016
Q3 		$211K Buy
+24,156
New +$210K 0.06% 12

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) increased its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 41,259 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #18.

Legacy Wealth Management (Tennessee) first reported a position in SCHB in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.24M in Q4 2018. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 41,259 shares of Schwab US Broad Market ETF worth $1.19M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 456 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.8K.
  • Schwab US Broad Market ETF made up 0.06% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #18 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Broad Market ETF in Q3 2016 and has held it in 39 quarters since.
  • Legacy Wealth Management (Tennessee)'s Schwab US Broad Market ETF position peaked at $6.24M in Q4 2018.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.