Smith & Howard Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Smith & Howard 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 Q3	$1.27M	Sell	43,406 -679	-2%	-$19.9K	0.24%	39
2026 Q2	$1.28M	Sell	44,085 -1,403	-3%	-$39.3K	0.25%	35
2026 Q1	$1.14M	Hold	45,488	–	–	0.25%	36
2025 Q4	$1.19M	Sell	45,488 -1,548	-3%	-$40.3K	0.27%	36
2025 Q3	$1.21M	Sell	47,036 -375	-0.8%	-$9.28K	0.28%	36
2025 Q2	$1.13M	Sell	47,411 -211	-0.4%	-$4.65K	0.29%	33
2025 Q1	$1.03M	Sell	47,622 -22,599	-32%	-$514K	0.28%	32
2024 Q4	$1.59M	Hold	70,221	–	–	0.45%	28
2024 Q3	$1.56M	Hold	70,221	–	–	0.44%	31
2024 Q2	$1.47M	Sell	70,221 -750	-1%	-$15.2K	0.44%	32
2024 Q1	$1.44M	Buy	70,971 +4,410	+7%	+$85.3K	0.45%	31
2023 Q4	$1.24M	Sell	66,561 -5,388	-7%	-$93.1K	0.44%	32
2023 Q3	$1.2M	Sell	71,949 -2,721	-4%	-$47.1K	0.42%	33
2023 Q2	$1.29M	Sell	74,670 -27,399	-27%	-$447K	0.45%	32
2023 Q1	$1.63M	Buy	102,069 +5,436	+6%	+$85K	0.56%	31
2022 Q4	$1.44M	Buy	96,633 +25,134	+35%	+$378K	0.55%	30
2022 Q3	$1M	Buy	+71,499	New	+$1.11M	0.43%	34
2017 Q2	–	Sell	-28,734	Closed	-$273K	–	62
2017 Q1	$273K	Buy	28,734 +534	+2%	+$5.01K	0.13%	37
2016 Q4	$255K	Buy	28,200 +12	+0%	+$106	0.13%	38
2016 Q3	$246K	Sell	28,188 -23,028	-45%	-$200K	0.13%	35
2016 Q2	$429K	Sell	51,216 -3,672	-7%	-$30.5K	0.21%	31
2016 Q1	$451K	Sell	54,888 -55,116	-50%	-$428K	0.19%	32
2015 Q4	$899K	Buy	110,004 +82,788	+304%	+$683K	0.44%	22
2015 Q3	$210K	Buy	27,216 +210	+0.8%	+$1.72K	0.1%	50
2015 Q2	$226K	Buy	27,006 +276	+1%	+$2.36K	0.1%	74
2015 Q1	$225K	Sell	26,730 -21,852	-45%	-$183K	0.1%	75
2014 Q4	$403K	Buy	+48,582	New	+$393K	0.19%	27
2014 Q1	–	Sell	-23,028	Closed	-$173K	–	184
2013 Q4	$173K	Buy	+23,028	New	+$166K	0.1%	42

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Smith & Howard Wealth Management's SCHB Position: Q3 2026 in Review

Smith & Howard Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q3 2026, selling an estimated $19.9K and leaving 43,406 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #39.

Smith & Howard Wealth Management first reported a position in SCHB in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.63M in Q1 2023. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Smith & Howard Wealth Management held 43,406 shares of Schwab US Broad Market ETF worth $1.27M as of Q3 2026.
Smith & Howard Wealth Management sold 679 Schwab US Broad Market ETF shares in Q3 2026, an estimated $19.9K.
Schwab US Broad Market ETF made up 0.24% of Smith & Howard Wealth Management's portfolio in Q3 2026, its #39 holding.
Smith & Howard Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 28 quarters since.
Smith & Howard Wealth Management's Schwab US Broad Market ETF position peaked at $1.63M in Q1 2023.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.