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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

The Wealth Group's SCHB Position: Q2 2026 in Review

The Wealth Group reduced its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, selling an estimated $84.3K and leaving 102,449 shares worth $2.97M. The position accounts for 0.57% of the portfolio, ranked #20.

The Wealth Group first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.41M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • The Wealth Group held 102,449 shares of Schwab US Broad Market ETF worth $2.97M as of Q2 2026.
  • The Wealth Group sold 3,010 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.3K.
  • Schwab US Broad Market ETF made up 0.57% of The Wealth Group's portfolio in Q2 2026, its #20 holding.
  • The Wealth Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's Schwab US Broad Market ETF position peaked at $3.41M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.