Physician Wealth Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Physician Wealth Solutions’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	$1.43M	Sell	49,224 -1,395	-3%	-$39.1K	0.54%	25
2026 Q1	$1.27M	Hold	50,619	–	–	0.53%	25
2025 Q4	$1.33M	Sell	50,619 -1,829	-3%	-$47.6K	0.56%	26
2025 Q3	$1.35M	Sell	52,448 -25	-0%	-$619	0.59%	26
2025 Q2	$1.25M	Hold	52,473	–	–	0.58%	26
2025 Q1	$1.13M	Sell	52,473 -4,398	-8%	-$100K	0.57%	26
2024 Q4	$1.29M	Sell	56,871 -113,742	-67%	-$2.6M	0.65%	24
2024 Q3	$1.28M	Buy	170,613 +120,672	+242%	+$2.58M	0.64%	24
2024 Q2	$1.05M	Sell	49,941 -1,713	-3%	-$34.7K	0.75%	25
2024 Q1	$1.05M	Sell	51,654 -411	-0.8%	-$7.95K	0.88%	24
2023 Q4	$966K	Buy	+52,065	New	+$899K	0.96%	25

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Physician Wealth Solutions's SCHB Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, selling an estimated $39.1K and leaving 49,224 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #25.

Physician Wealth Solutions first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Physician Wealth Solutions held 49,224 shares of Schwab US Broad Market ETF worth $1.43M as of Q2 2026.
Physician Wealth Solutions sold 1,395 Schwab US Broad Market ETF shares in Q2 2026, an estimated $39.1K.
Schwab US Broad Market ETF made up 0.54% of Physician Wealth Solutions's portfolio in Q2 2026, its #25 holding.
Physician Wealth Solutions first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.