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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Seaside Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q1 2026, buying an estimated $5.33K and bringing the position to 246,052 shares worth $6.18M. The position accounts for 1.74% of the portfolio, ranked #10.

Seaside Wealth Management first reported a position in SCHB in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.49M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Seaside Wealth Management held 246,052 shares of Schwab US Broad Market ETF worth $6.18M as of Q1 2026.
  • Seaside Wealth Management bought 203 Schwab US Broad Market ETF shares in Q1 2026, an estimated $5.33K.
  • Schwab US Broad Market ETF made up 1.74% of Seaside Wealth Management's portfolio in Q1 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 16 quarters since.
  • Seaside Wealth Management's Schwab US Broad Market ETF position peaked at $6.49M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.