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True Wealth Design’s Schwab US Broad Market ETF SCHB Stock Holding History

True Wealth Design’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 		– Sell
-2,244
Closed -$56.3K – 2858
2026
Q1 		$56.3K Buy
+2,244
New +$58.9K 0.02% 370

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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

True Wealth Design's SCHB Position: Q2 2026 in Review

True Wealth Design sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 2,244 shares — an estimated $56.3K sold.

True Wealth Design first reported a position in SCHB in Q1 2026 and held it in 1 quarter. The position peaked at $56.3K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • True Wealth Design reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2,244 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.3K.
  • True Wealth Design first reported a position in Schwab US Broad Market ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's Schwab US Broad Market ETF position peaked at $56.3K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.