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Thrive Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Thrive Wealth Management’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 		$3.93M Buy
135,713
+3,807
+3% +$107K 0.5% 28
2026
Q1 		$3.31M Sell
131,906
-11,366
-8% -$298K 0.49% 28
2025
Q4 		$3.76M Buy
143,272
+15,977
+13% +$416K 0.55% 26
2025
Q3 		$3.27M Buy
127,295
+5,985
+5% +$148K 0.49% 28
2025
Q2 		$2.89M Buy
121,310
+17,990
+17% +$396K 0.47% 30
2025
Q1 		$2.22M Buy
103,320
+19,195
+23% +$437K 0.43% 31
2024
Q4 		$1.91M Buy
84,125
+3,935
+5% +$89.9K 0.34% 34
2024
Q3 		$1.78M Buy
80,190
+2,481
+3% +$53K 0.33% 37
2024
Q2 		$1.63M Buy
77,709
+12,702
+20% +$257K 0.32% 36
2024
Q1 		$1.32M Buy
65,007
+9,717
+18% +$188K 0.27% 44
2023
Q4 		$1.03M Buy
55,290
+4,536
+9% +$78.3K 0.23% 58
2023
Q3 		$843K Buy
50,754
+5,658
+13% +$97.9K 0.22% 61
2023
Q2 		$777K Sell
45,096
-1,185
-3% -$19.3K 0.2% 72
2023
Q1 		$738K Sell
46,281
-126
-0.3% -$1.97K 0.19% 66
2022
Q4 		$693K Sell
46,407
-3,858
-8% -$58K 0.2% 65
2022
Q3 		$704K Buy
50,265
+5,718
+13% +$89K 0.25% 53
2022
Q2 		$656K Buy
44,547
+12,348
+38% +$198K 0.23% 55
2022
Q1 		$573K Buy
32,199
+6,915
+27% +$121K 0.17% 69
2021
Q4 		$476K Buy
+25,284
New +$465K 0.16% 79

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 $104B AUM 28.3% 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

Thrive Wealth Management's SCHB Position: Q2 2026 in Review

Thrive Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q2 2026, buying an estimated $107K and bringing the position to 135,713 shares worth $3.93M. The position accounts for 0.5% of the portfolio, ranked #28.

Thrive Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Thrive Wealth Management held 135,713 shares of Schwab US Broad Market ETF worth $3.93M as of Q2 2026.
  • Thrive Wealth Management bought 3,807 Schwab US Broad Market ETF shares in Q2 2026, an estimated $107K.
  • Schwab US Broad Market ETF made up 0.5% of Thrive Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Thrive Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.