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

Seed 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 		$5.57M Hold
192,268
– – 3.52% 6
2026
Q1 		$4.83M Sell
192,268
-7,075
-4% -$186K 3.32% 8
2025
Q4 		$5.23M Sell
199,343
-8,720
-4% -$227K 3.61% 4
2025
Q3 		$5.35M Sell
208,063
-18,520
-8% -$458K 3.69% 4
2025
Q2 		$5.4M Sell
226,583
-500
-0.2% -$11K 4.02% 3
2025
Q1 		$4.89M Buy
227,083
+17,590
+8% +$400K 3.98% 4
2024
Q4 		$4.76M Hold
209,493
– – 3.84% 3
2024
Q3 		$4.65M Sell
209,493
-5,700
-3% -$122K 3.72% 3
2024
Q2 		$4.51M Sell
215,193
-3,990
-2% -$80.8K 3.93% 2
2024
Q1 		$4.45M Sell
219,183
-1,200
-0.5% -$23.2K 4.25% 2
2023
Q4 		$4.06M Hold
220,383
– – 4.1% 2
2023
Q3 		$3.66M Sell
220,383
-3,087
-1% -$53.4K 4.12% 1
2023
Q2 		$3.85M Hold
223,470
– – 4.08% 1
2023
Q1 		$3.56M Buy
223,470
+5,700
+3% +$89.1K 4.04% 3
2022
Q4 		$3.25M Buy
+217,770
New +$3.27M 3.72% 5

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

Seed Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 192,268 shares worth $5.57M. The position accounts for 3.52% of the portfolio, ranked #6.

Seed Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 837 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Seed Wealth Management held 192,268 shares of Schwab US Broad Market ETF worth $5.57M as of Q2 2026.
  • Seed Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 3.52% of Seed Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Seed Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 837 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.