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

MBE 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 Q3	$275K	Buy	+9,386	New	+$275K	0.1%	135

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

MBE Wealth Management's SCHB Position: Q3 2026 in Review

MBE Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 9,386 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings.

698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

MBE Wealth Management held 9,386 shares of Schwab US Broad Market ETF worth $275K as of Q3 2026.
Schwab US Broad Market ETF was a new MBE Wealth Management position in Q3 2026.
Schwab US Broad Market ETF made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #135 holding.
698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.