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Prasad Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Prasad Wealth Partners’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 		$227K Buy
+7,836
New +$219K 0.05% 147
2026
Q1 		– Sell
-7,812
Closed -$205K – 154
2025
Q4 		$205K Buy
7,812
+14
+0.2% +$364 0.05% 143
2025
Q3 		$200K Buy
+7,798
New +$193K 0.06% 139

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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Prasad Wealth Partners's SCHB Position: Q2 2026 in Review

Prasad Wealth Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,836 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: Prasad Wealth Partners previously reported a position in SCHB as recently as Q4 2025.

Prasad Wealth Partners first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prasad Wealth Partners held 7,836 shares of Schwab US Broad Market ETF worth $227K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Prasad Wealth Partners position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Prasad Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Prasad Wealth Partners first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.