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

Tower View 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	$9.1K	Buy	314 +1	+0.3%	+$28	﹤0.01%	155
2026 Q1	$7.87K	Buy	313 +1	+0.3%	+$26	﹤0.01%	156
2025 Q4	$8.2K	Buy	312 +1	+0.3%	+$26	﹤0.01%	140
2025 Q3	$8.01K	Hold	311	–	–	﹤0.01%	136
2025 Q2	$7.4K	Buy	311 +1	+0.3%	+$22	﹤0.01%	153
2025 Q1	$6.67K	Buy	+310	New	+$7.05K	﹤0.01%	143
2023 Q2	–	Sell	-1,710	Closed	-$27K	–	189
2023 Q1	$27K	Buy	1,710 +6	+0.4%	+$94	0.02%	92
2022 Q4	$25K	Buy	1,704 +9	+0.5%	+$135	0.02%	94
2022 Q3	$24K	Buy	1,695 +6	+0.4%	+$93	0.02%	96
2022 Q2	$25K	Sell	1,689 -369	-18%	-$5.92K	0.02%	94
2022 Q1	$37K	Buy	2,058 +6	+0.3%	+$105	0.02%	110
2021 Q4	$39K	Buy	2,052 +6	+0.3%	+$110	0.02%	109
2021 Q3	$35K	Buy	2,046 +6	+0.3%	+$107	0.02%	114
2021 Q2	$35K	Buy	2,040 +6	+0.3%	+$102	0.02%	103
2021 Q1	$33K	Buy	2,034 +6	+0.3%	+$95	0.02%	106
2020 Q4	$31K	Buy	2,028 +12	+0.6%	+$171	0.02%	108
2020 Q3	$27K	Buy	2,016 +12	+0.6%	+$158	0.02%	94
2020 Q2	$25K	Buy	2,004 +6	+0.3%	+$69	0.02%	89
2020 Q1	$20K	Sell	1,998 -588	-23%	-$7.12K	0.02%	85
2019 Q4	$33K	Buy	2,586 +30	+1%	+$368	0.03%	93
2019 Q3	$30K	Buy	2,556 +12	+0.5%	+$142	0.02%	91
2019 Q2	$30K	Hold	2,544	–	–	0.03%	90
2019 Q1	$29K	Buy	2,544 +12	+0.5%	+$131	0.03%	91
2018 Q4	$25K	Buy	2,532 +24	+1%	+$260	0.03%	94
2018 Q3	$29K	Buy	2,508 +12	+0.5%	+$138	0.03%	108
2018 Q2	$27K	Hold	2,496	–	–	0.03%	106
2018 Q1	$27K	Buy	2,496 +6	+0.2%	+$66	0.03%	107
2017 Q4	$27K	Buy	+2,490	New	+$26.1K	0.02%	109

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Tower View Wealth Management's SCHB Position: Q2 2026 in Review

Tower View Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.32% in Q2 2026, buying an estimated $28 and bringing the position to 314 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Tower View Wealth Management first reported a position in SCHB in Q4 2017 and has held it in 28 quarters since. The position peaked at $39K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Tower View Wealth Management held 314 shares of Schwab US Broad Market ETF worth $9.1K as of Q2 2026.
Tower View Wealth Management bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
Schwab US Broad Market ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #155 holding.
Tower View Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 28 quarters since.
Tower View Wealth Management's Schwab US Broad Market ETF position peaked at $39K in Q4 2021.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.