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

Medallion Wealth Advisors’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
Q1 		$3.04M Buy
120,960
+5,019
+4% +$132K 0.99% 20
2025
Q4 		$3.04M Buy
115,941
+11,955
+11% +$311K 1.02% 18
2025
Q3 		$2.67M Buy
103,986
+10,210
+11% +$253K 0.95% 20
2025
Q2 		$2.23M Sell
93,776
-7,069
-7% -$156K 0.86% 25
2025
Q1 		$2.18M Buy
100,845
+15,951
+19% +$363K 0.99% 22
2024
Q4 		$1.93M Buy
+84,894
New +$1.94M 0.96% 23

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Medallion Wealth Advisors's SCHB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q1 2026, buying an estimated $132K and bringing the position to 120,960 shares worth $3.04M. The position accounts for 0.99% of the portfolio, ranked #20.

Medallion Wealth Advisors first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Medallion Wealth Advisors held 120,960 shares of Schwab US Broad Market ETF worth $3.04M as of Q1 2026.
  • Medallion Wealth Advisors bought 5,019 Schwab US Broad Market ETF shares in Q1 2026, an estimated $132K.
  • Schwab US Broad Market ETF made up 0.99% of Medallion Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Medallion Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Schwab US Broad Market ETF position peaked at $3.04M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.