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 Q2	$3.77M	Buy	130,263 +147	+0.1%	+$4.12K	1.56%	18
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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: Q2 2026 in Review

Long Island Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q2 2026, buying an estimated $4.12K and bringing the position to 130,263 shares worth $3.77M. The position accounts for 1.56% of the portfolio, ranked #18.

Long Island Wealth Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Long Island Wealth Management held 130,263 shares of Schwab US Broad Market ETF worth $3.77M as of Q2 2026.
Long Island Wealth Management bought 147 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.12K.
Schwab US Broad Market ETF made up 1.56% of Long Island Wealth Management's portfolio in Q2 2026, its #18 holding.
Long Island Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Schwab US Broad Market ETF position peaked at $12M in Q1 2025.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.