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

SHP 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
Q1 		$356K Hold
14,172
– – 0.03% 188
2025
Q4 		$372K Buy
+14,172
New +$369K 0.03% 177

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SHP Wealth Management's SCHB Position: Q1 2026 in Review

SHP Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 14,172 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #188.

SHP Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 2 quarters since. The position peaked at $372K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • SHP Wealth Management held 14,172 shares of Schwab US Broad Market ETF worth $356K as of Q1 2026.
  • SHP Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #188 holding.
  • SHP Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Schwab US Broad Market ETF position peaked at $372K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.