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

Seaside 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 		$6.91M Sell
238,748
-7,304
-3% -$204K 1.71% 10
2026
Q1 		$6.18M Buy
246,052
+203
+0.1% +$5.33K 1.74% 10
2025
Q4 		$6.45M Sell
245,849
-6,551
-3% -$171K 1.84% 10
2025
Q3 		$6.49M Buy
252,400
+9,161
+4% +$227K 1.93% 10
2025
Q2 		$5.8M Buy
243,239
+17,982
+8% +$396K 1.84% 10
2025
Q1 		$4.85M Buy
225,257
+77,792
+53% +$1.77M 1.73% 11
2024
Q4 		$3.35M Sell
147,465
-1,089
-0.7% -$24.9K 1.23% 11
2024
Q3 		$3.29M Sell
148,554
-11,925
-7% -$255K 1.25% 11
2024
Q2 		$3.36M Buy
160,479
+15,507
+11% +$314K 1.39% 11
2024
Q1 		$2.95M Sell
144,972
-609
-0.4% -$11.8K 1.26% 11
2023
Q4 		$2.7M Buy
145,581
+19,389
+15% +$335K 1.24% 11
2023
Q3 		$2.1M Sell
126,192
-11,067
-8% -$192K 1.07% 12
2023
Q2 		$2.37M Sell
137,259
-48,660
-26% -$793K 1.22% 12
2023
Q1 		$2.97M Buy
185,919
+2,253
+1% +$35.2K 1.8% 12
2022
Q4 		$2.74M Sell
183,666
-3,555
-2% -$53.4K 1.81% 12
2022
Q3 		$2.83M Buy
187,221
+26,586
+17% +$414K 1.96% 12
2022
Q2 		$2.59M Buy
+160,635
New +$2.58M 1.96% 12

Other funds holding SCHB

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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

Seaside Wealth Management's SCHB Position: Q2 2026 in Review

Seaside Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, selling an estimated $204K and leaving 238,748 shares worth $6.91M. The position accounts for 1.71% of the portfolio, ranked #10.

Seaside Wealth Management first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Seaside Wealth Management held 238,748 shares of Schwab US Broad Market ETF worth $6.91M as of Q2 2026.
  • Seaside Wealth Management sold 7,304 Schwab US Broad Market ETF shares in Q2 2026, an estimated $204K.
  • Schwab US Broad Market ETF made up 1.71% of Seaside Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Seaside Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.