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The Wealth Group’s Schwab US Broad Market ETF SCHB Stock Holding History

The Wealth Group’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 		$2.91M Sell
98,383
-4,066
-4% -$119K 0.54% 21
2026
Q2 		$2.97M Sell
102,449
-3,010
-3% -$84.3K 0.57% 20
2026
Q1 		$2.65M Sell
105,459
-5,595
-5% -$147K 0.6% 20
2025
Q4 		$2.91M Sell
111,054
-9,745
-8% -$254K 0.65% 18
2025
Q3 		$3.11M Sell
120,799
-16,992
-12% -$421K 0.72% 18
2025
Q2 		$3.28M Sell
137,791
-10,201
-7% -$225K 0.84% 15
2025
Q1 		$3.19M Sell
147,992
-335
-0.2% -$7.62K 0.93% 11
2024
Q4 		$3.37M Sell
148,327
-5,459
-4% -$125K 0.97% 12
2024
Q3 		$3.41M Sell
153,786
-678
-0.4% -$14.5K 0.99% 11
2024
Q2 		$3.24M Sell
154,464
-1,311
-0.8% -$26.6K 0.98% 11
2024
Q1 		$3.15M Sell
155,775
-297
-0.2% -$5.75K 0.97% 13
2023
Q4 		$2.99M Buy
+156,072
New +$2.7M 0.99% 13

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

The Wealth Group's SCHB Position: Q3 2026 in Review

The Wealth Group reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q3 2026, selling an estimated $119K and leaving 98,383 shares worth $2.91M. The position accounts for 0.54% of the portfolio, ranked #21.

The Wealth Group first reported a position in SCHB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.41M in Q3 2024. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • The Wealth Group held 98,383 shares of Schwab US Broad Market ETF worth $2.91M as of Q3 2026.
  • The Wealth Group sold 4,066 Schwab US Broad Market ETF shares in Q3 2026, an estimated $119K.
  • Schwab US Broad Market ETF made up 0.54% of The Wealth Group's portfolio in Q3 2026, its #21 holding.
  • The Wealth Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Schwab US Broad Market ETF position peaked at $3.41M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.