Third View Private Wealth
SCHB icon

Third View Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Third View Private Wealth’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 		$266K Buy
9,076
+106
+1% +$3.11K 0.03% 238
2026
Q2 		$260K Buy
+8,970
New +$251K 0.03% 265

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Third View Private Wealth's SCHB Position: Q3 2026 in Review

Third View Private Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q3 2026, buying an estimated $3.11K and bringing the position to 9,076 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #238.

Third View Private Wealth first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Third View Private Wealth held 9,076 shares of Schwab US Broad Market ETF worth $266K as of Q3 2026.
  • Third View Private Wealth bought 106 Schwab US Broad Market ETF shares in Q3 2026, an estimated $3.11K.
  • Schwab US Broad Market ETF made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #238 holding.
  • Third View Private Wealth first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.