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

MASECO Private 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 		$154K Buy
+5,325
New +$149K ﹤0.01% 126

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SCM
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UBS AM
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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

MASECO Private Wealth's SCHB Position: Q2 2026 in Review

MASECO Private Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 5,325 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #126 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MASECO Private Wealth held 5,325 shares of Schwab US Broad Market ETF worth $154K as of Q2 2026.
  • Schwab US Broad Market ETF was a new MASECO Private Wealth position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #126 holding.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.