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One Charles Private Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History

One Charles Private Wealth Services’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 		$6.52M Hold
225,062
– – 1.5% 17
2026
Q1 		$5.65M Hold
225,062
– – 1.41% 15
2025
Q4 		$5.9M Sell
225,062
-5,881
-3% -$153K 1.53% 15
2025
Q3 		$5.94M Buy
230,943
+2,716
+1% +$67.2K 1.56% 15
2025
Q2 		$5.44M Buy
+228,227
New +$5.03M 1.53% 14

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

One Charles Private Wealth Services's SCHB Position: Q2 2026 in Review

One Charles Private Wealth Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 225,062 shares worth $6.52M. The position accounts for 1.5% of the portfolio, ranked #17.

One Charles Private Wealth Services first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • One Charles Private Wealth Services held 225,062 shares of Schwab US Broad Market ETF worth $6.52M as of Q2 2026.
  • One Charles Private Wealth Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 1.5% of One Charles Private Wealth Services's portfolio in Q2 2026, its #17 holding.
  • One Charles Private Wealth Services first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.