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Regent Peak Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Regent Peak Wealth Advisors’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 		$2.19M Sell
75,700
-1,992
-3% -$55.8K 0.41% 36
2026
Q1 		$1.95M Buy
77,692
+431
+0.6% +$11.3K 0.4% 34
2025
Q4 		$2.03M Buy
77,261
+2
+0% +$52 0.4% 32
2025
Q3 		$1.99M Buy
+77,259
New +$1.91M 0.4% 32
2025
Q1 		$1.85M Sell
85,936
-2,000
-2% -$45.5K 0.44% 30
2024
Q4 		$2M Buy
87,936
+5,322
+6% +$122K 0.45% 28
2024
Q3 		$1.83M Hold
82,614
– – 0.42% 49
2024
Q2 		$1.73M Sell
82,614
-1,080
-1% -$21.9K 0.4% 54
2024
Q1 		$1.7M Sell
83,694
-3,756
-4% -$72.7K 0.43% 49
2023
Q4 		$1.62M Sell
87,450
-1,164
-1% -$20.1K 0.44% 47
2023
Q3 		$1.47M Hold
88,614
– – 0.45% 47
2023
Q2 		$1.53M Sell
88,614
-618
-0.7% -$10.1K 0.44% 49
2023
Q1 		$1.42M Buy
89,232
+4,743
+6% +$74.2K 0.44% 48
2022
Q4 		$1.26M Buy
84,489
+42,204
+100% +$634K 0.41% 50
2022
Q3 		$591K Buy
42,285
+5,757
+16% +$89.6K 0.21% 74
2022
Q2 		$538K Buy
36,528
+22,728
+165% +$365K 0.18% 75
2022
Q1 		$246K Buy
13,800
+60
+0.4% +$1.05K 0.07% 141
2021
Q4 		$259K Sell
13,740
-8,202
-37% -$151K 0.07% 144
2021
Q3 		$380K Buy
21,942
+8,202
+60% +$146K 0.11% 108
2021
Q2 		$243K Buy
+13,740
New +$233K 0.07% 149
2021
Q1 		– Sell
-4,194
Closed -$64K – 828
2020
Q4 		$64K Buy
+4,194
New +$59.7K 0.02% 275

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 $103B AUM 28.65% 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

Regent Peak Wealth Advisors's SCHB Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q2 2026, selling an estimated $55.8K and leaving 75,700 shares worth $2.19M. The position accounts for 0.41% of the portfolio, ranked #36.

Regent Peak Wealth Advisors first reported a position in SCHB in Q4 2020 and has held it in 21 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Regent Peak Wealth Advisors held 75,700 shares of Schwab US Broad Market ETF worth $2.19M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 1,992 Schwab US Broad Market ETF shares in Q2 2026, an estimated $55.8K.
  • Schwab US Broad Market ETF made up 0.41% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Regent Peak Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.