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Mosaic Family Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Mosaic Family Wealth Partners’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 		$459K Buy
15,846
+42
+0.3% +$1.18K 0.03% 298
2026
Q1 		$397K Buy
15,804
+44
+0.3% +$1.16K 0.04% 197
2025
Q4 		$413K Buy
15,760
+49
+0.3% +$1.28K 0.05% 166
2025
Q3 		$403K Buy
15,711
+5,839
+59% +$145K 0.05% 157
2025
Q2 		$235K Buy
+9,872
New +$217K 0.03% 206

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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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

Mosaic Family Wealth Partners's SCHB Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $1.18K and bringing the position to 15,846 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #298.

Mosaic Family Wealth Partners first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mosaic Family Wealth Partners held 15,846 shares of Schwab US Broad Market ETF worth $459K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 42 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.18K.
  • Schwab US Broad Market ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #298 holding.
  • Mosaic Family Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.