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

Spire 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 		$295K Buy
10,178
+203
+2% +$5.68K 0.01% 673
2026
Q1 		$250K Buy
9,975
+269
+3% +$7.06K 0.01% 715
2025
Q4 		$255K Buy
9,706
+363
+4% +$9.45K 0.01% 728
2025
Q3 		$240K Buy
9,343
+10
+0.1% +$248 0.01% 734
2025
Q2 		$222K Sell
9,333
-17,138
-65% -$378K 0.01% 735
2025
Q1 		$570K Sell
26,471
-3,156
-11% -$71.8K 0.02% 532
2024
Q4 		$673K Buy
29,627
+1,706
+6% +$39K 0.02% 488
2024
Q3 		$619K Sell
27,921
-936
-3% -$20K 0.02% 473
2024
Q2 		$605K Sell
28,857
-13,611
-32% -$276K 0.02% 450
2024
Q1 		$864K Buy
42,468
+15
+0% +$290 0.02% 404
2023
Q4 		$795K Sell
42,453
-1,383
-3% -$23.9K 0.03% 411
2023
Q3 		$728K Buy
43,836
+390
+0.9% +$6.75K 0.03% 399
2023
Q2 		$749K Buy
43,446
+12
+0% +$196 0.03% 400
2023
Q1 		$693K Buy
43,434
+28,755
+196% +$450K 0.03% 410
2022
Q4 		$219K Buy
14,679
+3
+0% +$45 0.01% 533
2022
Q3 		$205K Sell
14,676
-17,634
-55% -$274K 0.01% 527
2022
Q2 		$476K Sell
32,310
-18,324
-36% -$294K 0.02% 487
2022
Q1 		$901K Sell
50,634
-15,498
-23% -$272K 0.02% 411
2021
Q4 		$1.25M Sell
66,132
-19,386
-23% -$357K 0.03% 407
2021
Q3 		$1.48M Buy
85,518
+2,730
+3% +$48.6K 0.04% 331
2021
Q2 		$1.44M Sell
82,788
-8,250
-9% -$140K 0.04% 344
2021
Q1 		$1.46M Buy
+91,038
New +$1.44M 0.04% 347

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 $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

Spire Wealth Management's SCHB Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q2 2026, buying an estimated $5.68K and bringing the position to 10,178 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #673.

Spire Wealth Management first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.48M in Q3 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Spire Wealth Management held 10,178 shares of Schwab US Broad Market ETF worth $295K as of Q2 2026.
  • Spire Wealth Management bought 203 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.68K.
  • Schwab US Broad Market ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Spire Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Broad Market ETF position peaked at $1.48M in Q3 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.