SGWM
SCHB icon

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

Sterling Group 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
Q1 		– Sell
-28,769
Closed -$755K – 59
2025
Q4 		$755K Sell
28,769
-1,158
-4% -$30.1K 0.37% 24
2025
Q3 		$769K Buy
29,927
+86
+0.3% +$2.13K 0.38% 23
2025
Q2 		$711K Sell
29,841
-21,596
-42% -$476K 0.39% 22
2025
Q1 		$1.11M Sell
51,437
-278
-0.5% -$6.32K 0.59% 18
2024
Q4 		$1.17M Sell
51,715
-986
-2% -$22.5K 0.61% 19
2024
Q3 		$1.17M Buy
52,701
+336
+0.6% +$7.17K 0.62% 18
2024
Q2 		$1.1M Buy
+52,365
New +$1.06M 0.63% 18
2024
Q1 		– Sell
-30,435
Closed -$565K – 37
2023
Q4 		$565K Buy
30,435
+12,648
+71% +$218K 0.44% 24
2023
Q3 		$296K Buy
17,787
+66
+0.4% +$1.14K 0.28% 35
2023
Q2 		$305K Buy
17,721
+66
+0.4% +$1.08K 0.26% 37
2023
Q1 		$282K Buy
17,655
+69
+0.4% +$1.08K 0.27% 35
2022
Q4 		$263K Buy
+17,586
New +$264K 0.26% 39

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

Sterling Group Wealth Management's SCHB Position: Q1 2026 in Review

Sterling Group Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 28,769 shares — an estimated $755K sold.

Sterling Group Wealth Management first reported a position in SCHB in Q4 2022 and held it in 12 quarters. The position peaked at $1.17M in Q4 2024. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Sterling Group Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Sterling Group Wealth Management sold 28,769 Schwab US Broad Market ETF shares in Q1 2026, an estimated $755K.
  • Sterling Group Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 12 quarters.
  • Sterling Group Wealth Management's Schwab US Broad Market ETF position peaked at $1.17M in Q4 2024.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.