Thrive Wealth Management
SCHB icon

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
Q3 		$4.41M Buy
150,426
+14,713
+11% +$432K 0.55% 27
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

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
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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Thrive Wealth Management's SCHB Position: Q3 2026 in Review

Thrive Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q3 2026, buying an estimated $432K and bringing the position to 150,426 shares worth $4.41M. The position accounts for 0.55% of the portfolio, ranked #27.

Thrive Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. 304 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Thrive Wealth Management held 150,426 shares of Schwab US Broad Market ETF worth $4.41M as of Q3 2026.
  • Thrive Wealth Management bought 14,713 Schwab US Broad Market ETF shares in Q3 2026, an estimated $432K.
  • Schwab US Broad Market ETF made up 0.55% of Thrive Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Thrive Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 304 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.