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Twin Peaks Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Twin Peaks Wealth Advisors’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
-2,310
Closed -$58K – 1824
2026
Q1 		$58K Buy
+2,310
New +$60.6K 0.01% 403
2025
Q3 		– Sell
-3,125
Closed -$77.4K – 1732
2025
Q2 		$77.4K Buy
+3,125
New +$68.8K 0.03% 269

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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 $104B AUM 28.3% 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

Twin Peaks Wealth Advisors's SCHB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 2,310 shares — an estimated $58K sold.

Twin Peaks Wealth Advisors first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $77.4K in Q2 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,310 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58K.
  • Twin Peaks Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Schwab US Broad Market ETF position peaked at $77.4K in Q2 2025.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.