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

SteelPeak 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	$2.02M	Sell	69,633 -1,758	-2%	-$49.2K	0.05%	230
2026 Q1	$1.79M	Sell	71,391 -3,518	-5%	-$92.3K	0.06%	228
2025 Q4	$1.96M	Buy	74,909 +48,893	+188%	+$1.27M	0.06%	210
2025 Q3	$669K	Buy	26,016 +4,174	+19%	+$103K	0.02%	350
2025 Q2	$521K	Buy	21,842 +427	+2%	+$9.41K	0.02%	357
2025 Q1	$461K	Buy	+21,415	New	+$487K	0.02%	359
2021 Q2	–	Sell	-34,530	Closed	-$557K	–	464
2021 Q1	$557K	Buy	+34,530	New	+$544K	0.05%	222

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return