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Oak Harbor Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Oak Harbor 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 		$57.9K Sell
2,000
-503
-20% -$14.1K 0.02% 171
2026
Q1 		$62.8K Buy
+2,503
New +$65.7K 0.01% 218

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Oak Harbor Wealth Partners's SCHB Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 20% in Q2 2026, selling an estimated $14.1K and leaving 2,000 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #171.

Oak Harbor Wealth Partners first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $62.8K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Oak Harbor Wealth Partners held 2,000 shares of Schwab US Broad Market ETF worth $57.9K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 503 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.1K.
  • Schwab US Broad Market ETF made up 0.02% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Oak Harbor Wealth Partners's Schwab US Broad Market ETF position peaked at $62.8K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.