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 Q3	$2.62M	Hold	89,535	–	–	1.6%	14
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 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

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

SpringVest Wealth Management's SCHB Position: Q3 2026 in Review

SpringVest Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 89,535 shares worth $2.62M. The position accounts for 1.6% of the portfolio, ranked #14.

SpringVest Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

SpringVest Wealth Management held 89,535 shares of Schwab US Broad Market ETF worth $2.62M as of Q3 2026.
SpringVest Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 1.6% of SpringVest Wealth Management's portfolio in Q3 2026, its #14 holding.
SpringVest Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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