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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
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

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Moneywise Inc's SCHB Position: Q2 2026 in Review

Moneywise Inc opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,227 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings. This is a return to the name: Moneywise Inc previously reported a position in SCHB as recently as Q4 2025.

Moneywise Inc first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Moneywise Inc held 7,227 shares of Schwab US Broad Market ETF worth $209K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Moneywise Inc position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.08% of Moneywise Inc's portfolio in Q2 2026, its #84 holding.
  • Moneywise Inc first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneywise Inc's Schwab US Broad Market ETF position peaked at $214K in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.