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Solutions 4 Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Solutions 4 Wealth’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 		$605K Buy
20,894
+2,119
+11% +$59.3K 0.78% 32
2026
Q1 		$471K Buy
18,775
+158
+0.8% +$4.15K 0.71% 36
2025
Q4 		$488K Buy
18,617
+235
+1% +$6.12K 0.74% 35
2025
Q3 		$473K Buy
18,382
+27
+0.1% +$668 0.73% 34
2025
Q2 		$437K Sell
18,355
-1,831
-9% -$40.3K 0.73% 35
2025
Q1 		$435K Buy
20,186
+17
+0.1% +$387 0.77% 31
2024
Q4 		$458K Buy
20,169
+21
+0.1% +$480 0.83% 29
2024
Q3 		$447K Buy
20,148
+36
+0.2% +$769 0.87% 31
2024
Q2 		$421K Sell
20,112
-630
-3% -$12.8K 0.96% 25
2024
Q1 		$422K Buy
20,742
+18
+0.1% +$348 1.19% 21
2023
Q4 		$385K Buy
+20,724
New +$358K 1.26% 21

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $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

Solutions 4 Wealth's SCHB Position: Q2 2026 in Review

Solutions 4 Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, buying an estimated $59.3K and bringing the position to 20,894 shares worth $605K. The position accounts for 0.78% of the portfolio, ranked #32.

Solutions 4 Wealth first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Solutions 4 Wealth held 20,894 shares of Schwab US Broad Market ETF worth $605K as of Q2 2026.
  • Solutions 4 Wealth bought 2,119 Schwab US Broad Market ETF shares in Q2 2026, an estimated $59.3K.
  • Schwab US Broad Market ETF made up 0.78% of Solutions 4 Wealth's portfolio in Q2 2026, its #32 holding.
  • Solutions 4 Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.