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

SpringVest 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	$2.59M	Sell	89,535 -6	-0%	-$168	1.63%	15
2026 Q1	$2.25M	Buy	89,541 +3,964	+5%	+$104K	1.54%	16
2025 Q4	$2.24M	Buy	85,577 +25,330	+42%	+$659K	1.56%	17
2025 Q3	$1.55M	Buy	60,247 +12,695	+27%	+$314K	1.14%	17
2025 Q2	$1.13M	Buy	47,552 +11,193	+31%	+$247K	0.92%	19
2025 Q1	$783K	Hold	36,359	–	–	0.65%	25
2024 Q4	$825K	Buy	+36,359	New	+$830K	0.71%	23

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

SpringVest Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, selling an estimated $168 and leaving 89,535 shares worth $2.59M. The position accounts for 1.63% of the portfolio, ranked #15.

SpringVest Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

SpringVest Wealth Management held 89,535 shares of Schwab US Broad Market ETF worth $2.59M as of Q2 2026.
SpringVest Wealth Management sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
Schwab US Broad Market ETF made up 1.63% of SpringVest Wealth Management's portfolio in Q2 2026, its #15 holding.
SpringVest Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.