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

Sherman 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 		$256K Buy
8,844
+23
+0.3% +$644 0.19% 75
2026
Q1 		$221K Buy
8,821
+25
+0.3% +$656 0.19% 74
2025
Q4 		$231K Buy
+8,796
New +$229K 0.2% 72

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R
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Sherman Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $644 and bringing the position to 8,844 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #75.

Sherman Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sherman Wealth Management held 8,844 shares of Schwab US Broad Market ETF worth $256K as of Q2 2026.
  • Sherman Wealth Management bought 23 Schwab US Broad Market ETF shares in Q2 2026, an estimated $644.
  • Schwab US Broad Market ETF made up 0.19% of Sherman Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Sherman Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.