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 Q1	$7.73M	Buy	+307,962	New	+$8.08M	6.54%	2

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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: Q1 2026 in Review

Stillwater Private Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 307,962 shares worth $7.73M. The stake represents 6.54% of the portfolio and ranks #2 among its holdings.

1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Stillwater Private Wealth held 307,962 shares of Schwab US Broad Market ETF worth $7.73M as of Q1 2026.
Schwab US Broad Market ETF was a new Stillwater Private Wealth position in Q1 2026.
Schwab US Broad Market ETF made up 6.54% of Stillwater Private Wealth's portfolio in Q1 2026, its #2 holding.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.