SWIM
SCHB icon

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

Smallwood Wealth Investment 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 		$144 Hold
5
– – ﹤0.01% 490
2026
Q1 		$125 Buy
+5
New +$131 ﹤0.01% 485
2023
Q1 		– Sell
-14,958
Closed -$223K – 71
2022
Q4 		$223K Hold
14,958
– – 0.19% 66
2022
Q3 		$209K Hold
14,958
– – 0.19% 71
2022
Q2 		$220K Buy
+14,958
New +$240K 0.22% 56

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Smallwood Wealth Investment Management's SCHB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 5 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Smallwood Wealth Investment Management first reported a position in SCHB in Q2 2022 and has held it in 5 quarters since. The position peaked at $223K in Q4 2022. 722 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Schwab US Broad Market ETF worth $144 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #490 holding.
  • Smallwood Wealth Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's Schwab US Broad Market ETF position peaked at $223K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.