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

Madison 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	$10.7M	Sell	370,377 -7,935	-2%	-$222K	1.36%	15
2026 Q1	$9.5M	Buy	378,312 +9,196	+2%	+$241K	1.51%	15
2025 Q4	$9.68M	Sell	369,116 -161,008	-30%	-$4.19M	1.77%	12
2025 Q3	$13.6M	Buy	530,124 +14,389	+3%	+$356K	2.7%	9
2025 Q2	$12.3M	Sell	515,735 -14,708	-3%	-$324K	2.68%	9
2025 Q1	$11.4M	Buy	530,443 +30,916	+6%	+$703K	2.82%	9
2024 Q4	$11.3M	Buy	499,527 +22,374	+5%	+$511K	3.17%	7
2024 Q3	$10.6M	Buy	477,153 +95,856	+25%	+$2.05M	3.13%	7
2024 Q2	$7.99M	Buy	381,297 +26,865	+8%	+$544K	2.74%	7
2024 Q1	$7.21M	Buy	354,432 +24,597	+7%	+$476K	2.61%	7
2023 Q4	$6.12M	Buy	+329,835	New	+$5.7M	2.43%	9

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

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

Madison Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $222K and leaving 370,377 shares worth $10.7M. The position accounts for 1.36% of the portfolio, ranked #15.

Madison Wealth Partners first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q3 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Madison Wealth Partners held 370,377 shares of Schwab US Broad Market ETF worth $10.7M as of Q2 2026.
Madison Wealth Partners sold 7,935 Schwab US Broad Market ETF shares in Q2 2026, an estimated $222K.
Schwab US Broad Market ETF made up 1.36% of Madison Wealth Partners's portfolio in Q2 2026, its #15 holding.
Madison Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
Madison Wealth Partners's Schwab US Broad Market ETF position peaked at $13.6M in Q3 2025.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.