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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
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

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Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q1 2026, selling an estimated $6.38K and leaving 18,564 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #201.

Strategic Wealth Partners first reported a position in SCHB in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Strategic Wealth Partners held 18,564 shares of Schwab US Broad Market ETF worth $466K as of Q1 2026.
  • Strategic Wealth Partners sold 243 Schwab US Broad Market ETF shares in Q1 2026, an estimated $6.38K.
  • Schwab US Broad Market ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • Strategic Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Schwab US Broad Market ETF position peaked at $1.62M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.