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

McCartney 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 		$364K Buy
12,575
+622
+5% +$17.4K 0.28% 50
2026
Q1 		$300K Buy
11,953
+41
+0.3% +$1.08K 0.25% 52
2025
Q4 		$312K Buy
+11,912
New +$310K 0.27% 48

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

McCartney Wealth Management's SCHB Position: Q2 2026 in Review

McCartney Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 5.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 12,575 shares worth $364K. The position accounts for 0.28% of the portfolio, ranked #50.

McCartney Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • McCartney Wealth Management held 12,575 shares of Schwab US Broad Market ETF worth $364K as of Q2 2026.
  • McCartney Wealth Management bought 622 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.4K.
  • Schwab US Broad Market ETF made up 0.28% of McCartney Wealth Management's portfolio in Q2 2026, its #50 holding.
  • McCartney Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.