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Prestige Wealth Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Prestige Wealth Management Group’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 		$2.54M Sell
87,565
-482
-0.5% -$13.5K 0.46% 42
2026
Q1 		$2.21M Sell
88,047
-7,129
-7% -$187K 0.43% 39
2025
Q4 		$2.5M Sell
95,176
-171
-0.2% -$4.45K 0.48% 41
2025
Q3 		$2.45M Sell
95,347
-41
-0% -$1.01K 0.47% 41
2025
Q2 		$2.27M Sell
95,388
-9,930
-9% -$219K 0.46% 39
2025
Q1 		$2.27M Sell
105,318
-21,160
-17% -$481K 0.48% 34
2024
Q4 		$2.87M Buy
126,478
+16
+0% +$365 0.6% 34
2024
Q3 		$2.8M Sell
126,462
-10,641
-8% -$227K 0.58% 35
2024
Q2 		$2.88M Hold
137,103
– – 0.62% 36
2024
Q1 		$2.79M Sell
137,103
-1,956
-1% -$37.9K 0.6% 37
2023
Q4 		$2.58M Sell
139,059
-348
-0.2% -$6.01K 0.59% 34
2023
Q3 		$2.32M Sell
139,407
-8,436
-6% -$146K 0.57% 34
2023
Q2 		$2.55M Sell
147,843
-3,018
-2% -$49.2K 0.6% 31
2023
Q1 		$2.41M Sell
150,861
-1,275
-0.8% -$19.9K 0.6% 33
2022
Q4 		$2.27M Sell
152,136
-7,422
-5% -$112K 0.59% 31
2022
Q3 		$2.23M Buy
159,558
+3,771
+2% +$58.7K 0.63% 31
2022
Q2 		$2.29M Sell
155,787
-5,649
-3% -$90.7K 0.62% 31
2022
Q1 		$2.87M Sell
161,436
-4,956
-3% -$87K 0.71% 25
2021
Q4 		$3.13M Sell
166,392
-4,320
-3% -$79.5K 0.75% 23
2021
Q3 		$2.96M Buy
170,712
+1,326
+0.8% +$23.6K 0.76% 25
2021
Q2 		$2.94M Sell
169,386
-1,992
-1% -$33.7K 0.78% 24
2021
Q1 		$2.76M Sell
171,378
-25,890
-13% -$408K 0.76% 23
2020
Q4 		$2.99M Sell
197,268
-4,854
-2% -$69.1K 0.82% 21
2020
Q3 		$2.68M Sell
202,122
-32,964
-14% -$433K 0.81% 20
2020
Q2 		$2.88M Sell
235,086
-19,380
-8% -$223K 1.02% 16
2020
Q1 		$2.56M Sell
254,466
-63,306
-20% -$766K 1.08% 15
2019
Q4 		$4.07M Sell
317,772
-2,334
-0.7% -$28.6K 2.23% 7
2019
Q3 		$3.79M Sell
320,106
-7,026
-2% -$83K 2.22% 7
2019
Q2 		$3.85M Sell
327,132
-35,952
-10% -$415K 2.33% 6
2019
Q1 		$4.12M Sell
363,084
-39,912
-10% -$436K 2.53% 6
2018
Q4 		$4.03M Buy
+402,996
New +$4.36M 2.96% 6

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

Prestige Wealth Management Group's SCHB Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q2 2026, selling an estimated $13.5K and leaving 87,565 shares worth $2.54M. The position accounts for 0.46% of the portfolio, ranked #42.

Prestige Wealth Management Group first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.12M in Q1 2019. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prestige Wealth Management Group held 87,565 shares of Schwab US Broad Market ETF worth $2.54M as of Q2 2026.
  • Prestige Wealth Management Group sold 482 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.5K.
  • Schwab US Broad Market ETF made up 0.46% of Prestige Wealth Management Group's portfolio in Q2 2026, its #42 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Schwab US Broad Market ETF position peaked at $4.12M in Q1 2019.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.