Secure Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Secure Asset 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 Q3	$249K	Buy	8,480 +123	+1%	+$3.61K	0.03%	291
2026 Q2	$242K	Sell	8,357 -288	-3%	-$8.06K	0.03%	288
2026 Q1	$217K	Sell	8,645 -651	-7%	-$17.1K	0.03%	300
2025 Q4	$244K	Sell	9,296 -513	-5%	-$13.4K	0.04%	297
2025 Q3	$253K	Sell	9,809 -356	-4%	-$8.81K	0.04%	271
2025 Q2	$242K	Buy	+10,165	New	+$224K	0.04%	277

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Secure Asset Management's SCHB Position: Q3 2026 in Review

Secure Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q3 2026, buying an estimated $3.61K and bringing the position to 8,480 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #291.

Secure Asset Management first reported a position in SCHB in Q2 2025 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 666 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Secure Asset Management held 8,480 shares of Schwab US Broad Market ETF worth $249K as of Q3 2026.
Secure Asset Management bought 123 Schwab US Broad Market ETF shares in Q3 2026, an estimated $3.61K.
Schwab US Broad Market ETF made up 0.03% of Secure Asset Management's portfolio in Q3 2026, its #291 holding.
Secure Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 6 quarters since.
Secure Asset Management's Schwab US Broad Market ETF position peaked at $253K in Q3 2025.
666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.