TWM
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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
Q2 		$33.8K Buy
+1,166
New +$32.6K 0.02% 18

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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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

TLW Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 1,166 shares worth $33.8K. The stake represents 0.02% of the portfolio and ranks #18 among its holdings.

669 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • TLW Wealth Management held 1,166 shares of Schwab US Broad Market ETF worth $33.8K as of Q2 2026.
  • Schwab US Broad Market ETF was a new TLW Wealth Management position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of TLW Wealth Management's portfolio in Q2 2026, its #18 holding.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.