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Oakwell Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Oakwell Private Wealth Management’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 		$1.26M Hold
43,541
– – 0.21% 40
2026
Q1 		$1.09M Hold
43,541
– – 0.2% 41
2025
Q4 		$1.14M Sell
43,541
-632
-1% -$16.5K 0.21% 42
2025
Q3 		$1.14M Hold
44,173
– – 0.23% 41
2025
Q2 		$1.05M Hold
44,173
– – 0.24% 38
2025
Q1 		$951K Sell
44,173
-3,782
-8% -$86K 0.26% 34
2024
Q4 		$1.09M Sell
47,955
-3
-0% -$69 0.31% 33
2024
Q3 		$1.06M Sell
47,958
-4,845
-9% -$103K 0.31% 33
2024
Q2 		$1.11M Hold
52,803
– – 0.31% 34
2024
Q1 		$1.07M Sell
52,803
-168
-0.3% -$3.25K 0.33% 34
2023
Q4 		$983K Sell
52,971
-3,228
-6% -$55.8K 0.34% 31
2023
Q3 		$934K Buy
56,199
+42
+0.1% +$727 0.4% 32
2023
Q2 		$968K Sell
56,157
-354
-0.6% -$5.77K 0.4% 31
2023
Q1 		$901K Sell
56,511
-45
-0.1% -$704 0.41% 33
2022
Q4 		$845K Sell
56,556
-1,890
-3% -$28.4K 0.4% 32
2022
Q3 		$818K Sell
58,446
-1,128
-2% -$17.5K 0.45% 31
2022
Q2 		$878K Sell
59,574
-372
-0.6% -$5.97K 0.5% 28
2022
Q1 		$1.07M Sell
59,946
-612
-1% -$10.7K 0.54% 26
2021
Q4 		$1.14M Sell
60,558
-594
-1% -$10.9K 0.57% 24
2021
Q3 		$1.06M Sell
61,152
-8,712
-12% -$155K 0.57% 23
2021
Q2 		$1.21M Sell
69,864
-696
-1% -$11.8K 0.78% 22
2021
Q1 		$1.14M Sell
70,560
-12,612
-15% -$199K 0.81% 20
2020
Q4 		$1.26M Buy
+83,172
New +$1.18M 0.99% 18

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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 $103B AUM 28.65% 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

Oakwell Private Wealth Management's SCHB Position: Q2 2026 in Review

Oakwell Private Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 43,541 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #40.

Oakwell Private Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2020. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Oakwell Private Wealth Management held 43,541 shares of Schwab US Broad Market ETF worth $1.26M as of Q2 2026.
  • Oakwell Private Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.21% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Oakwell Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Oakwell Private Wealth Management's Schwab US Broad Market ETF position peaked at $1.26M in Q4 2020.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.