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

Long Island 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 		$3.27M Sell
130,116
-40,291
-24% -$1.06M 1.51% 19
2025
Q4 		$4.47M Buy
170,407
+79
+0% +$2.06K 2.11% 14
2025
Q3 		$4.38M Buy
170,328
+165
+0.1% +$4.08K 2.13% 14
2025
Q2 		$4.05M Sell
170,163
-386,900
-69% -$8.52M 2.11% 14
2025
Q1 		$12M Buy
557,063
+34,132
+7% +$776K 7.3% 2
2024
Q4 		$11.9M Buy
522,931
+338,119
+183% +$7.72M 7.43% 2
2024
Q3 		$4.1M Buy
184,812
+87
+0% +$1.86K 2.69% 10
2024
Q2 		$3.87M Buy
184,725
+786
+0.4% +$15.9K 2.73% 11
2024
Q1 		$3.74M Buy
183,939
+9,678
+6% +$187K 2.64% 11
2023
Q4 		$3.23M Buy
+174,261
New +$3.01M 2.31% 12

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Long Island Wealth Management's SCHB Position: Q1 2026 in Review

Long Island Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 24% in Q1 2026, selling an estimated $1.06M and leaving 130,116 shares worth $3.27M. The position accounts for 1.51% of the portfolio, ranked #19.

Long Island Wealth Management first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Long Island Wealth Management held 130,116 shares of Schwab US Broad Market ETF worth $3.27M as of Q1 2026.
  • Long Island Wealth Management sold 40,291 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.06M.
  • Schwab US Broad Market ETF made up 1.51% of Long Island Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Long Island Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Long Island Wealth Management's Schwab US Broad Market ETF position peaked at $12M in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.