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 Q3	$298K	Sell	10,178 -203	-2%	-$5.96K	0.11%	67
2026 Q2	$301K	Sell	10,381 -2,564	-20%	-$71.8K	0.12%	55
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Level Wealth Management's SCHB Position: Q3 2026 in Review

Level Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q3 2026, selling an estimated $5.96K and leaving 10,178 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #67.

Level Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. The position peaked at $467K in Q3 2025. 498 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Level Wealth Management held 10,178 shares of Schwab US Broad Market ETF worth $298K as of Q3 2026.
Level Wealth Management sold 203 Schwab US Broad Market ETF shares in Q3 2026, an estimated $5.96K.
Schwab US Broad Market ETF made up 0.11% of Level Wealth Management's portfolio in Q3 2026, its #67 holding.
Level Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Schwab US Broad Market ETF position peaked at $467K in Q3 2025.
498 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.