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

Shakespeare 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	$727K	Hold	25,089	–	–	0.19%	39
2026 Q1	$630K	Hold	25,089	–	–	0.15%	54
2025 Q4	$658K	Hold	25,089	–	–	0.15%	56
2025 Q3	$645K	Hold	25,089	–	–	0.15%	54
2025 Q2	$598K	Hold	25,089	–	–	0.16%	53
2025 Q1	$540K	Sell	25,089 -307	-1%	-$6.98K	0.14%	58
2024 Q4	$576K	Sell	25,396 -2	-0%	-$46	0.16%	52
2024 Q3	$563K	Sell	25,398 -312	-1%	-$6.66K	0.15%	60
2024 Q2	$539K	Buy	+25,710	New	+$521K	0.16%	53

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Shakespeare Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 25,089 shares worth $727K. The position accounts for 0.19% of the portfolio, ranked #39.

Shakespeare Wealth Management first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Shakespeare Wealth Management held 25,089 shares of Schwab US Broad Market ETF worth $727K as of Q2 2026.
Shakespeare Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.19% of Shakespeare Wealth Management's portfolio in Q2 2026, its #39 holding.
Shakespeare Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.