SWM
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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
Q2 		$410K Hold
14,172
– – 0.03% 202
2026
Q1 		$356K Hold
14,172
– – 0.03% 188
2025
Q4 		$372K Buy
+14,172
New +$369K 0.03% 177

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

SHP Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 14,172 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #202.

SHP Wealth Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SHP Wealth Management held 14,172 shares of Schwab US Broad Market ETF worth $410K as of Q2 2026.
  • SHP Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #202 holding.
  • SHP Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.