LWM
SCHB icon

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

Liberty 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
Q2 		$250K Hold
9,967
– – 0.03% 228
2026
Q1 		$250K Sell
9,967
-6,053
-38% -$159K 0.03% 228
2025
Q4 		$420K Buy
16,020
+2,290
+17% +$59.6K 0.05% 148
2025
Q3 		$353K Buy
13,730
+30
+0.2% +$743 0.05% 164
2025
Q2 		$326K Buy
13,700
+29
+0.2% +$639 0.05% 164
2025
Q1 		$294K Sell
13,671
-18,493
-57% -$421K 0.06% 121
2024
Q4 		$730K Buy
32,164
+18,559
+136% +$424K 0.12% 93
2024
Q3 		$302K Sell
13,605
-193,827
-93% -$4.14M 0.05% 158
2024
Q2 		$348K Buy
207,432
+191,640
+1,214% +$3.88M 0.06% 136
2024
Q1 		$321K Buy
15,792
+2,280
+17% +$44.1K 0.06% 140
2023
Q4 		$251K Sell
13,512
-2,208
-14% -$38.1K 0.05% 144
2023
Q3 		$261K Buy
15,720
+141
+0.9% +$2.44K 0.07% 144
2023
Q2 		$268K Sell
15,579
-24,714
-61% -$403K 0.07% 148
2023
Q1 		$630K Buy
+40,293
New +$630K 0.13% 99
2022
Q2 		– Sell
-15,843
Closed -$281K – 168
2022
Q1 		$281K Buy
+15,843
New +$278K 0.1% 115
2021
Q4 		– Sell
-15,762
Closed -$290K – 123
2021
Q3 		$273K Buy
15,762
+36
+0.2% +$640 0.1% 127
2021
Q2 		$273K Buy
15,726
+5,034
+47% +$85.2K 0.11% 106
2021
Q1 		$164K Hold
10,692
– – 0.08% 130
2020
Q4 		$164K Buy
10,692
+30
+0.3% +$427 0.08% 129
2020
Q3 		$142K Buy
10,662
+4,998
+88% +$65.7K 0.08% 124
2020
Q2 		$69K Buy
5,664
+12
+0.2% +$138 0.05% 188
2020
Q1 		$57K Buy
5,652
+12
+0.2% +$145 0.05% 203
2019
Q4 		$72K Sell
5,640
-9,390
-62% -$115K 0.06% 199
2019
Q3 		$178K Buy
15,030
+11,622
+341% +$137K 0.17% 103
2019
Q2 		$40K Hold
3,408
– – 0.04% 282
2019
Q1 		$38K Hold
3,408
– – 0.03% 239
2018
Q4 		$34K Buy
+3,408
New +$36.8K 0.03% 241

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 $104B AUM 28.3% 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

Liberty Wealth Management's SCHB Position: Q2 2026 in Review

Liberty Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,967 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #228.

Liberty Wealth Management first reported a position in SCHB in Q4 2018 and has held it in 27 quarters since. The position peaked at $730K in Q4 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Liberty Wealth Management held 9,967 shares of Schwab US Broad Market ETF worth $250K as of Q2 2026.
  • Liberty Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Liberty Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 27 quarters since.
  • Liberty Wealth Management's Schwab US Broad Market ETF position peaked at $730K in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.