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

Stone Summit 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 		$633K Hold
21,859
– – 0.16% 87
2026
Q1 		$549K Buy
21,859
+9
+0% +$236 0.15% 88
2025
Q4 		$573K Sell
21,850
-1,739
-7% -$45.3K 0.16% 89
2025
Q3 		$606K Sell
23,589
-588
-2% -$14.6K 0.17% 89
2025
Q2 		$576K Buy
24,177
+12,223
+102% +$269K 0.18% 91
2025
Q1 		$257K Sell
11,954
-1,247
-9% -$28.4K 0.09% 132
2024
Q4 		$300K Buy
13,201
+3,499
+36% +$79.9K 0.1% 121
2024
Q3 		$215K Hold
9,702
– – 0.07% 140
2024
Q2 		$203K Buy
+9,702
New +$197K 0.07% 137

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

Stone Summit Wealth's SCHB Position: Q2 2026 in Review

Stone Summit Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 21,859 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #87.

Stone Summit Wealth first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stone Summit Wealth held 21,859 shares of Schwab US Broad Market ETF worth $633K as of Q2 2026.
  • Stone Summit Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.16% of Stone Summit Wealth's portfolio in Q2 2026, its #87 holding.
  • Stone Summit Wealth first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.