Strategic Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Wealth Partners’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	$525K	Sell	18,126 -438	-2%	-$12.3K	0.03%	196
2026 Q1	$466K	Sell	18,564 -243	-1%	-$6.38K	0.03%	201
2025 Q4	$493K	Sell	18,807 -44,049	-70%	-$1.15M	0.03%	206
2025 Q3	$1.62M	Buy	62,856 +62,808	+130,850%	+$1.55M	0.12%	124
2025 Q2	$1.14K	Buy	+48	New	+$1.06K	﹤0.01%	1041
2018 Q3	–	Sell	-738	Closed	-$8K	–	687
2018 Q2	$8K	Buy	+738	New	+$8.07K	﹤0.01%	594

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Strategic Wealth Partners's SCHB Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $12.3K and leaving 18,126 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #196.

Strategic Wealth Partners first reported a position in SCHB in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Strategic Wealth Partners held 18,126 shares of Schwab US Broad Market ETF worth $525K as of Q2 2026.
Strategic Wealth Partners sold 438 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.3K.
Schwab US Broad Market ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #196 holding.
Strategic Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's Schwab US Broad Market ETF position peaked at $1.62M in Q3 2025.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.