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One Wealth Management Investment & Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

One Wealth Management Investment & Advisory 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 		$947K Sell
32,709
-4,876
-13% -$137K 0.99% 19
2026
Q1 		$943K Sell
37,585
-150
-0.4% -$3.94K 1.14% 17
2025
Q4 		$990K Buy
37,735
+1,504
+4% +$39.2K 1.08% 17
2025
Q3 		$932K Buy
36,231
+2,642
+8% +$65.4K 1.08% 17
2025
Q2 		$800K Buy
33,589
+7,473
+29% +$165K 1.03% 18
2025
Q1 		$562K Buy
+26,116
New +$594K 0.93% 21

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 $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

One Wealth Management Investment & Advisory Services's SCHB Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $137K and leaving 32,709 shares worth $947K. The position accounts for 0.99% of the portfolio, ranked #19.

One Wealth Management Investment & Advisory Services first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $990K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 32,709 shares of Schwab US Broad Market ETF worth $947K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 4,876 Schwab US Broad Market ETF shares in Q2 2026, an estimated $137K.
  • Schwab US Broad Market ETF made up 0.99% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #19 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • One Wealth Management Investment & Advisory Services's Schwab US Broad Market ETF position peaked at $990K in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.