SW
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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 0.05% 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 0.04% 222

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

SteelPeak Wealth's SCHB Position: Q2 2026 in Review

SteelPeak Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q2 2026, selling an estimated $49.2K and leaving 69,633 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #230.

SteelPeak Wealth first reported a position in SCHB in Q1 2021 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SteelPeak Wealth held 69,633 shares of Schwab US Broad Market ETF worth $2.02M as of Q2 2026.
  • SteelPeak Wealth sold 1,758 Schwab US Broad Market ETF shares in Q2 2026, an estimated $49.2K.
  • Schwab US Broad Market ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #230 holding.
  • SteelPeak Wealth first reported a position in Schwab US Broad Market ETF in Q1 2021 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 SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.