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

Total Clarity 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 		$794K Sell
27,425
-222
-0.8% -$6.21K 0.15% 158
2026
Q1 		$694K Buy
27,647
+9,147
+49% +$240K 0.16% 148
2025
Q4 		$485K Buy
18,500
+1,524
+9% +$39.7K 0.12% 175
2025
Q3 		$436K Sell
16,976
-428
-2% -$10.6K 0.12% 180
2025
Q2 		$415K Buy
17,404
+2,215
+15% +$48.8K 0.12% 180
2025
Q1 		$345K Hold
15,189
– – 0.11% 181
2024
Q4 		$345K Sell
15,189
-1,449
-9% -$33.1K 0.11% 181
2024
Q3 		$369K Buy
16,638
+756
+5% +$16.1K 0.12% 171
2024
Q2 		$333K Sell
15,882
-519
-3% -$10.5K 0.12% 177
2024
Q1 		$334K Buy
16,401
+3
+0% +$58 0.12% 192
2023
Q4 		$304K Sell
16,398
-2,058
-11% -$35.5K 0.12% 173
2023
Q3 		$307K Buy
18,456
+2,007
+12% +$34.7K 0.15% 155
2023
Q2 		$283K Sell
16,449
-3,669
-18% -$59.8K 0.14% 159
2023
Q1 		$321K Buy
20,118
+2,304
+13% +$36K 0.17% 124
2022
Q4 		$266K Sell
17,814
-741
-4% -$11.1K 0.14% 175
2022
Q3 		$260K Sell
18,555
-7,125
-28% -$111K 0.16% 168
2022
Q2 		$378K Buy
25,680
+3,114
+14% +$50K 0.2% 124
2022
Q1 		$402K Buy
+22,566
New +$396K 0.22% 122

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

Total Clarity Wealth Management's SCHB Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.8% in Q2 2026, selling an estimated $6.21K and leaving 27,425 shares worth $794K. The position accounts for 0.15% of the portfolio, ranked #158.

Total Clarity Wealth Management first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Total Clarity Wealth Management held 27,425 shares of Schwab US Broad Market ETF worth $794K as of Q2 2026.
  • Total Clarity Wealth Management sold 222 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.21K.
  • Schwab US Broad Market ETF made up 0.15% of Total Clarity Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Total Clarity Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.