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Moneywise Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Moneywise Inc’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 		– Sell
-7,227
Closed -$209K – 85
2026
Q2 		$209K Buy
+7,227
New +$202K 0.08% 84
2026
Q1 		– Sell
-8,175
Closed -$214K – 86
2025
Q4 		$214K Sell
8,175
-18
-0.2% -$469 0.09% 79
2025
Q3 		$211K Buy
+8,193
New +$203K 0.1% 69

Other funds holding SCHB

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Moneywise Inc's SCHB Position: Q3 2026 in Review

Moneywise Inc sold out of Schwab US Broad Market ETF (SCHB) in Q3 2026, closing a stake of 7,227 shares — an estimated $209K sold.

Moneywise Inc first reported a position in SCHB in Q3 2025 and held it in 3 quarters. The position peaked at $214K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Moneywise Inc reported no remaining Schwab US Broad Market ETF position as of Q3 2026 after selling out during the quarter.
  • Moneywise Inc sold 7,227 Schwab US Broad Market ETF shares in Q3 2026, an estimated $209K.
  • Moneywise Inc first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 3 quarters.
  • Moneywise Inc's Schwab US Broad Market ETF position peaked at $214K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.