SWP
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SIMA Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

SIMA Wealth Partners’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 		$121K Buy
4,173
+647
+18% +$18.1K 0.09% 62
2026
Q1 		$88.5K Buy
3,526
+225
+7% +$5.9K 0.07% 66
2025
Q4 		$86.6K Buy
3,301
+156
+5% +$4.06K 0.07% 66
2025
Q3 		$80.9K Buy
3,145
+666
+27% +$16.5K 0.06% 67
2025
Q2 		$59.1K Buy
2,479
+774
+45% +$17K 0.05% 75
2025
Q1 		$36.7K Sell
1,705
-88
-5% -$2K 0.03% 93
2024
Q4 		$40.7K Buy
1,793
+557
+45% +$12.7K 0.03% 93
2024
Q3 		$27.4K Buy
1,236
+30
+2% +$641 0.02% 101
2024
Q2 		$25.3K Buy
+1,206
New +$24.4K 0.02% 102

Other funds holding SCHB

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

SIMA Wealth Partners's SCHB Position: Q2 2026 in Review

SIMA Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, buying an estimated $18.1K and bringing the position to 4,173 shares worth $121K. The position accounts for 0.09% of the portfolio, ranked #62.

SIMA Wealth Partners first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SIMA Wealth Partners held 4,173 shares of Schwab US Broad Market ETF worth $121K as of Q2 2026.
  • SIMA Wealth Partners bought 647 Schwab US Broad Market ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab US Broad Market ETF made up 0.09% of SIMA Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • SIMA Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.