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

Level 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 Q1	$325K	Sell	12,945 -260	-2%	-$6.82K	0.15%	52
2025 Q4	$346K	Sell	13,205 -4,945	-27%	-$129K	0.18%	44
2025 Q3	$467K	Sell	18,150 -235	-1%	-$5.82K	0.25%	33
2025 Q2	$438K	Hold	18,385	–	–	0.25%	34
2025 Q1	$396K	Sell	18,385 -726	-4%	-$16.5K	0.26%	33
2024 Q4	$434K	Buy	+19,111	New	+$437K	0.31%	31

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Level Wealth Management's SCHB Position: Q1 2026 in Review

Level Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q1 2026, selling an estimated $6.82K and leaving 12,945 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #52.

Level Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Level Wealth Management held 12,945 shares of Schwab US Broad Market ETF worth $325K as of Q1 2026.
Level Wealth Management sold 260 Schwab US Broad Market ETF shares in Q1 2026, an estimated $6.82K.
Schwab US Broad Market ETF made up 0.15% of Level Wealth Management's portfolio in Q1 2026, its #52 holding.
Level Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
Level Wealth Management's Schwab US Broad Market ETF position peaked at $467K in Q3 2025.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.