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

Marrick 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 		$217K Buy
+7,500
New +$210K 0.15% 60
2026
Q1 		– Sell
-7,627
Closed -$200K – 54
2025
Q4 		$200K Buy
+7,627
New +$199K 0.16% 55

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

Marrick Wealth's SCHB Position: Q2 2026 in Review

Marrick Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,500 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #60 among its holdings. This is a return to the name: Marrick Wealth previously reported a position in SCHB as recently as Q4 2025.

Marrick Wealth first reported a position in SCHB in Q4 2025 and has held it in 2 quarters since. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Marrick Wealth held 7,500 shares of Schwab US Broad Market ETF worth $217K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Marrick Wealth position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.15% of Marrick Wealth's portfolio in Q2 2026, its #60 holding.
  • Marrick Wealth first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.