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 Q3	$1.37M	Sell	46,639 -2,585	-5%	-$75.8K	0.54%	25
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	Hold	56,871	–	–	0.65%	24
2024 Q3	$1.28M	Buy	56,871 +6,930	+14%	+$148K	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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Physician Wealth Solutions's SCHB Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q3 2026, selling an estimated $75.8K and leaving 46,639 shares worth $1.37M. 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 12 quarters since. The position peaked at $1.43M in Q2 2026. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Physician Wealth Solutions held 46,639 shares of Schwab US Broad Market ETF worth $1.37M as of Q3 2026.
Physician Wealth Solutions sold 2,585 Schwab US Broad Market ETF shares in Q3 2026, an estimated $75.8K.
Schwab US Broad Market ETF made up 0.54% of Physician Wealth Solutions's portfolio in Q3 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 12 quarters since.
Physician Wealth Solutions's Schwab US Broad Market ETF position peaked at $1.43M in Q2 2026.
698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.