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Tranquility Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Tranquility Partners’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 		$409K Sell
13,964
-33
-0.2% -$968 0.14% 152
2026
Q2 		$405K Hold
13,997
– – 0.14% 161
2026
Q1 		$351K Buy
13,997
+994
+8% +$26.1K 0.13% 159
2025
Q4 		$341K Hold
13,003
– – 0.12% 165
2025
Q3 		$334K Sell
13,003
-618
-5% -$15.3K 0.11% 178
2025
Q2 		$325K Sell
13,621
-429
-3% -$9.45K 0.12% 167
2025
Q1 		$302K Sell
14,050
-635
-4% -$14.4K 0.12% 167
2024
Q4 		$333K Hold
14,685
– – 0.13% 161
2024
Q3 		$326K Hold
14,685
– – 0.12% 166
2024
Q2 		$308K Hold
14,685
– – 0.12% 170
2024
Q1 		$299K Sell
14,685
-51
-0.3% -$987 0.12% 173
2023
Q4 		$273K Sell
14,736
-1,983
-12% -$34.2K 0.11% 171
2023
Q3 		$278K Buy
16,719
+1,752
+12% +$30.3K 0.12% 171
2023
Q2 		$258K Sell
14,967
-291
-2% -$4.74K 0.11% 186
2023
Q1 		$243K Buy
15,258
+27
+0.2% +$422 0.12% 183
2022
Q4 		$228K Sell
15,231
-1,125
-7% -$16.9K 0.12% 184
2022
Q3 		$229K Buy
16,356
+2,778
+20% +$43.2K 0.13% 171
2022
Q2 		$200K Buy
+13,578
New +$218K 0.1% 206

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

Tranquility Partners's SCHB Position: Q3 2026 in Review

Tranquility Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q3 2026, selling an estimated $968 and leaving 13,964 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #152.

Tranquility Partners first reported a position in SCHB in Q2 2022 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Tranquility Partners held 13,964 shares of Schwab US Broad Market ETF worth $409K as of Q3 2026.
  • Tranquility Partners sold 33 Schwab US Broad Market ETF shares in Q3 2026, an estimated $968.
  • Schwab US Broad Market ETF made up 0.14% of Tranquility Partners's portfolio in Q3 2026, its #152 holding.
  • Tranquility Partners first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 18 quarters since.
  • 310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.