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

Libra Wealth’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 		$20.1M Sell
694,982
-16,937
-2% -$474K 5.14% 5
2026
Q1 		$17.9M Sell
711,919
-23,580
-3% -$619K 5.04% 6
2025
Q4 		$19.3M Sell
735,499
-17,700
-2% -$461K 5.4% 4
2025
Q3 		$19.4M Sell
753,199
-8,229
-1% -$204K 5.81% 4
2025
Q2 		$18.1M Buy
761,428
+172,834
+29% +$3.81M 5.93% 4
2025
Q1 		$12.7M Sell
588,594
-6,692
-1% -$152K 4.75% 5
2024
Q4 		$13.5M Sell
595,286
-12,517
-2% -$286K 5.25% 5
2024
Q3 		$13.5M Sell
607,803
-3,174
-0.5% -$67.8K 5.38% 5
2024
Q2 		$12.8M Sell
610,977
-3,489
-0.6% -$70.7K 5.54% 5
2024
Q1 		$12.5M Sell
614,466
-17,490
-3% -$338K 5.48% 6
2023
Q4 		$11.7M Sell
631,956
-28,323
-4% -$489K 5.83% 6
2023
Q3 		$11M Sell
660,279
-13,515
-2% -$234K 6.07% 6
2023
Q2 		$11.6M Buy
673,794
+148,764
+28% +$2.43M 6.34% 7
2023
Q1 		$9.13M Sell
525,030
-15,330
-3% -$240K 5.29% 7
2022
Q4 		$8.07M Sell
540,360
-47,409
-8% -$712K 0.22% 11
2022
Q3 		$8.23M Buy
587,769
+4,431
+0.8% +$68.9K 5.3% 7
2022
Q2 		$8.59M Sell
583,338
-1,512,369
-72% -$24.3M 6.15% 6
2022
Q1 		$31.9M Buy
+2,095,707
New +$36.8M 18.27% 3

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 $103B AUM 28.65% 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

Libra Wealth's SCHB Position: Q2 2026 in Review

Libra Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $474K and leaving 694,982 shares worth $20.1M. The position accounts for 5.14% of the portfolio, ranked #5.

Libra Wealth first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. The position peaked at $31.9M in Q1 2022. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Libra Wealth held 694,982 shares of Schwab US Broad Market ETF worth $20.1M as of Q2 2026.
  • Libra Wealth sold 16,937 Schwab US Broad Market ETF shares in Q2 2026, an estimated $474K.
  • Schwab US Broad Market ETF made up 5.14% of Libra Wealth's portfolio in Q2 2026, its #5 holding.
  • Libra Wealth first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Libra Wealth's Schwab US Broad Market ETF position peaked at $31.9M in Q1 2022.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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