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

Stillwater Private 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 		$5M Sell
167,332
-140,630
-46% -$3.94M 3.26% 10
2026
Q1 		$7.73M Buy
+307,962
New +$8.08M 6.54% 2

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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

Stillwater Private Wealth's SCHB Position: Q2 2026 in Review

Stillwater Private Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 46% in Q2 2026, selling an estimated $3.94M and leaving 167,332 shares worth $5M. The position accounts for 3.26% of the portfolio, ranked #10.

Stillwater Private Wealth first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.73M in Q1 2026. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stillwater Private Wealth held 167,332 shares of Schwab US Broad Market ETF worth $5M as of Q2 2026.
  • Stillwater Private Wealth sold 140,630 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.94M.
  • Schwab US Broad Market ETF made up 3.26% of Stillwater Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Stillwater Private Wealth first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Stillwater Private Wealth's Schwab US Broad Market ETF position peaked at $7.73M in Q1 2026.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.