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

Selective 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
Q3 		$2.49M Buy
84,142
+5,430
+7% +$159K 0.58% 25
2026
Q2 		$2.26M Buy
78,712
+5,000
+7% +$140K 0.59% 24
2026
Q1 		$2.02M Hold
73,712
– – 0.6% 26
2025
Q4 		$1.97M Hold
73,712
– – 0.62% 25
2025
Q3 		$1.9M Hold
73,712
– – 0.61% 25
2025
Q2 		$1.78M Sell
73,712
-22
-0% -$485 0.65% 22
2025
Q1 		$1.51M Hold
73,734
– – 0.66% 22
2024
Q4 		$1.66M Sell
73,734
-1,350
-2% -$30.8K 0.68% 23
2024
Q3 		$1.66M Hold
75,084
– – 0.69% 24
2024
Q2 		$1.6M Buy
75,084
+225
+0.3% +$4.56K 0.71% 25
2024
Q1 		$1.49M Buy
+74,859
New +$1.45M 0.65% 27
2022
Q4 		– Sell
-5,328
Closed -$75K – 609
2022
Q3 		$75K Buy
5,328
+3,195
+150% +$49.7K 0.03% 249
2022
Q2 		$31K Buy
2,133
+9
+0.4% +$144 0.01% 402
2022
Q1 		$38K Hold
2,124
– – 0.01% 349
2021
Q4 		$40K Buy
+2,124
New +$39.1K 0.02% 309
2021
Q2 		– Sell
-1,806
Closed -$29K – 544
2021
Q1 		$29K Buy
1,806
+6
+0.3% +$95 0.03% 167
2020
Q4 		$27K Buy
1,800
+6
+0.3% +$85 0.02% 152
2020
Q3 		$24K Buy
1,794
+12
+0.7% +$158 0.02% 141
2020
Q2 		$22K Sell
1,782
-270
-13% -$3.11K 0.02% 168
2020
Q1 		$21K Sell
2,052
-3,132
-60% -$37.9K 0.03% 102
2019
Q4 		$66K Buy
5,184
+60
+1% +$736 0.08% 62
2019
Q3 		$61K Buy
+5,124
New +$60.5K 0.08% 68

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Selective Wealth Management's SCHB Position: Q3 2026 in Review

Selective Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 6.9% in Q3 2026, buying an estimated $159K and bringing the position to 84,142 shares worth $2.49M. The position accounts for 0.58% of the portfolio, ranked #25.

Selective Wealth Management first reported a position in SCHB in Q3 2019 and has held it in 22 quarters since. 668 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Selective Wealth Management held 84,142 shares of Schwab US Broad Market ETF worth $2.49M as of Q3 2026.
  • Selective Wealth Management bought 5,430 Schwab US Broad Market ETF shares in Q3 2026, an estimated $159K.
  • Schwab US Broad Market ETF made up 0.58% of Selective Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Selective Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 22 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.