TFP
SCHB icon

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

TrueWealth Financial 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
Q1 		– Sell
-14,776
Closed -$388K – 99
2025
Q4 		$388K Buy
+14,776
New +$385K 0.32% 40

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 $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

TrueWealth Financial Partners's SCHB Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 14,776 shares — an estimated $388K sold.

TrueWealth Financial Partners first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $388K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 14,776 Schwab US Broad Market ETF shares in Q1 2026, an estimated $388K.
  • TrueWealth Financial Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Schwab US Broad Market ETF position peaked at $388K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.