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

TLW 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 		$142K Buy
4,843
+3,677
+315% +$108K 0.08% 16
2026
Q2 		$33.8K Buy
+1,166
New +$32.6K 0.02% 18

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

TLW Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 315% in Q3 2026, buying an estimated $108K and bringing the position to 4,843 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #16.

TLW Wealth Management first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • TLW Wealth Management held 4,843 shares of Schwab US Broad Market ETF worth $142K as of Q3 2026.
  • TLW Wealth Management bought 3,677 Schwab US Broad Market ETF shares in Q3 2026, an estimated $108K.
  • Schwab US Broad Market ETF made up 0.08% of TLW Wealth Management's portfolio in Q3 2026, its #16 holding.
  • TLW Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on TLW Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.