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

TFO 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	$389K	Hold	13,446	–	–	0.04%	52
2026 Q1	$337K	Hold	13,446	–	–	0.05%	56
2025 Q4	$353K	Hold	13,446	–	–	0.05%	45
2025 Q3	$346K	Hold	13,446	–	–	0.06%	44
2025 Q2	$320K	Hold	13,446	–	–	0.06%	38
2025 Q1	$289K	Buy	+13,446	New	+$306K	0.06%	33
2024 Q2	–	Sell	-8,016	Closed	-$163K	–	630
2024 Q1	$163K	Hold	8,016	–	–	0.03%	38
2023 Q4	$149K	Hold	8,016	–	–	0.03%	41
2023 Q3	$138K	Hold	8,016	–	–	0.03%	56
2023 Q2	$138K	Hold	8,016	–	–	0.03%	53
2023 Q1	$128K	Buy	8,016 +7,959	+13,963%	+$124K	0.03%	50
2022 Q4	$1.58K	Sell	57 -7,959	-99%	-$120K	﹤0.01%	288
2022 Q3	$112K	Hold	8,016	–	–	0.03%	46
2022 Q2	$118K	Hold	8,016	–	–	0.03%	55
2022 Q1	$143K	Hold	8,016	–	–	0.03%	51
2021 Q4	$148K	Hold	8,016	–	–	0.03%	42
2021 Q3	$139K	Buy	+8,016	New	+$143K	0.03%	42

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 $103B AUM 28.65% 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

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

TFO Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,446 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #52.

TFO Wealth Partners first reported a position in SCHB in Q3 2021 and has held it in 17 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

TFO Wealth Partners held 13,446 shares of Schwab US Broad Market ETF worth $389K as of Q2 2026.
TFO Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.04% of TFO Wealth Partners's portfolio in Q2 2026, its #52 holding.
TFO Wealth Partners first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 17 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.