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Schrum Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Schrum Private Wealth Management’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 		$374K Sell
5,950
-16,436
-73% -$460K 0.38% 68
2026
Q1 		$562K Buy
22,386
+61
+0.3% +$1.6K 0.43% 68
2025
Q4 		$586K Buy
22,325
+68
+0.3% +$1.77K 0.43% 63
2025
Q3 		$572K Buy
22,257
+4,407
+25% +$109K 0.42% 62
2025
Q2 		$425K Hold
17,850
– – 0.34% 73
2025
Q1 		$384K Hold
17,850
– – 0.34% 76
2024
Q4 		$405K Sell
17,850
-17,850
-50% -$408K 0.34% 75
2024
Q3 		$792K Buy
35,700
+17,850
+100% +$381K 0.41% 60
2024
Q2 		$374K Hold
17,850
– – 0.34% 74
2024
Q1 		$363K Hold
17,850
– – 0.33% 76
2023
Q4 		$331K Hold
17,850
– – 0.47% 59
2023
Q3 		$297K Hold
17,850
– – 0.34% 77
2023
Q2 		$308K Hold
17,850
– – 0.33% 75
2023
Q1 		$285K Sell
17,850
-66
-0.4% -$1.03K 0.33% 82
2022
Q4 		$268K Hold
17,916
– – 0.32% 89
2022
Q3 		$251K Hold
17,916
– – 0.32% 94
2022
Q2 		$264K Hold
17,916
– – 0.3% 91
2022
Q1 		$292K Buy
17,916
+66
+0.4% +$1.16K 0.29% 89
2021
Q4 		$335K Buy
+17,850
New +$328K 0.31% 88

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

Schrum Private Wealth Management's SCHB Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 73% in Q2 2026, selling an estimated $460K and leaving 5,950 shares worth $374K. The position accounts for 0.38% of the portfolio, ranked #68.

Schrum Private Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $792K in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Schrum Private Wealth Management held 5,950 shares of Schwab US Broad Market ETF worth $374K as of Q2 2026.
  • Schrum Private Wealth Management sold 16,436 Schwab US Broad Market ETF shares in Q2 2026, an estimated $460K.
  • Schwab US Broad Market ETF made up 0.38% of Schrum Private Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Schrum Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Schwab US Broad Market ETF position peaked at $792K in Q3 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.