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

Smith Salley 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	$1.24M	Hold	42,928	–	–	0.05%	145
2026 Q1	$1.08M	Sell	42,928 -1,040	-2%	-$27.3K	0.05%	147
2025 Q4	$1.15M	Hold	43,968	–	–	0.06%	145
2025 Q3	$1.13M	Sell	43,968 -4,760	-10%	-$118K	0.06%	145
2025 Q2	$1.16M	Buy	48,728 +1,135	+2%	+$25K	0.07%	137
2025 Q1	$1.02M	Sell	47,593 -9,254	-16%	-$211K	0.07%	141
2024 Q4	$1.29M	Buy	56,847 +3,453	+6%	+$78.9K	0.08%	128
2024 Q3	$1.18M	Hold	53,394	–	–	0.08%	130
2024 Q2	$1.12M	Buy	53,394 +12	+0%	+$243	0.08%	129
2024 Q1	$1.09M	Sell	53,382 -348	-0.6%	-$6.73K	0.08%	123
2023 Q4	$997K	Sell	53,730 -2,049	-4%	-$35.4K	0.06%	141
2023 Q3	$927K	Hold	55,779	–	–	0.07%	135
2023 Q2	$961K	Hold	55,779	–	–	0.07%	130
2023 Q1	$890K	Sell	55,779 -3,000	-5%	-$46.9K	0.07%	135
2022 Q4	$878K	Hold	58,779	–	–	0.08%	133
2022 Q3	$823K	Hold	58,779	–	–	0.08%	132
2022 Q2	$866K	Hold	58,779	–	–	0.07%	137
2022 Q1	$1.05M	Sell	58,779 -15	-0%	-$263	0.08%	138
2021 Q4	$1.11M	Hold	58,794	–	–	0.08%	141
2021 Q3	$1.02M	Hold	58,794	–	–	0.08%	141
2021 Q2	$1.02M	Hold	58,794	–	–	0.08%	141
2021 Q1	$948K	Hold	58,794	–	–	0.09%	128
2020 Q4	$892K	Buy	58,794 +28,158	+92%	+$401K	0.09%	123
2020 Q3	$407K	Hold	30,636	–	–	0.05%	140
2020 Q2	$375K	Hold	30,636	–	–	0.05%	139
2020 Q1	$309K	Hold	30,636	–	–	0.05%	148
2019 Q4	$393K	Hold	30,636	–	–	0.05%	142
2019 Q3	$363K	Hold	30,636	–	–	0.05%	148
2019 Q2	$360K	Buy	+30,636	New	+$354K	0.05%	146

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Smith Salley Wealth Management's SCHB Position: Q2 2026 in Review

Smith Salley Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 42,928 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #145.

Smith Salley Wealth Management first reported a position in SCHB in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.29M in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Smith Salley Wealth Management held 42,928 shares of Schwab US Broad Market ETF worth $1.24M as of Q2 2026.
Smith Salley Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #145 holding.
Smith Salley Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 29 quarters since.
Smith Salley Wealth Management's Schwab US Broad Market ETF position peaked at $1.29M in Q4 2024.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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