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

TRB 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 		$4.07M Sell
140,602
-898
-0.6% -$25.1K 0.54% 32
2026
Q1 		$3.55M Buy
+141,500
New +$3.71M 0.5% 38

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R
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SCM
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UBS AM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

TRB Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.63% in Q2 2026, selling an estimated $25.1K and leaving 140,602 shares worth $4.07M. The position accounts for 0.54% of the portfolio, ranked #32.

TRB Wealth Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • TRB Wealth Management held 140,602 shares of Schwab US Broad Market ETF worth $4.07M as of Q2 2026.
  • TRB Wealth Management sold 898 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.1K.
  • Schwab US Broad Market ETF made up 0.54% of TRB Wealth Management's portfolio in Q2 2026, its #32 holding.
  • TRB Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.