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 Q3	$640K	Sell	21,830 -29	-0.1%	-$851	0.17%	82
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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stone Summit Wealth's SCHB Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q3 2026, selling an estimated $851 and leaving 21,830 shares worth $640K. The position accounts for 0.17% of the portfolio, ranked #82.

Stone Summit Wealth first reported a position in SCHB in Q2 2024 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Stone Summit Wealth held 21,830 shares of Schwab US Broad Market ETF worth $640K as of Q3 2026.
Stone Summit Wealth sold 29 Schwab US Broad Market ETF shares in Q3 2026, an estimated $851.
Schwab US Broad Market ETF made up 0.17% of Stone Summit Wealth's portfolio in Q3 2026, its #82 holding.
Stone Summit Wealth first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 10 quarters since.
327 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.