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

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Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return