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LFG Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

LFG Wealth Partners’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
-9,087
Closed -$228K – 112
2026
Q1 		$228K Buy
+9,087
New +$238K 0.14% 82

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LFG Wealth Partners's SCHB Position: Q2 2026 in Review

LFG Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 9,087 shares — an estimated $228K sold.

LFG Wealth Partners first reported a position in SCHB in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • LFG Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • LFG Wealth Partners sold 9,087 Schwab US Broad Market ETF shares in Q2 2026, an estimated $228K.
  • LFG Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2026 and held it in 1 quarter.
  • LFG Wealth Partners's Schwab US Broad Market ETF position peaked at $228K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.