Ullmann Wealth Partners Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Ullmann Wealth Partners Group’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	$1.59M	Hold	55,028	–	–	0.14%	64
2026 Q1	$1.38M	Hold	55,028	–	–	0.14%	64
2025 Q4	$1.45M	Hold	55,028	–	–	0.15%	63
2025 Q3	$1.41M	Hold	55,028	–	–	0.15%	62
2025 Q2	$1.31M	Hold	55,028	–	–	0.15%	59
2025 Q1	$1.18M	Hold	55,028	–	–	0.16%	55
2024 Q4	$1.25M	Sell	55,028 -1	-0%	-$23	0.16%	54
2024 Q3	$1.22M	Hold	55,029	–	–	0.16%	51
2024 Q2	$1.15M	Hold	55,029	–	–	0.16%	48
2024 Q1	$1.12M	Hold	55,029	–	–	0.17%	47
2023 Q4	$1.02M	Buy	55,029 +6	+0%	+$104	0.17%	43
2023 Q3	$914K	Buy	55,023 +6	+0%	+$104	0.17%	39
2023 Q2	$948K	Buy	55,017 +6	+0%	+$98	0.19%	42
2023 Q1	$877K	Buy	55,011 +6	+0%	+$94	0.2%	36
2022 Q4	$822K	Buy	55,005 +9	+0%	+$135	0.2%	37
2022 Q3	$770K	Buy	54,996 +6	+0%	+$93	0.21%	36
2022 Q2	$810K	Hold	54,990	–	–	0.22%	39
2022 Q1	$979K	Hold	54,990	–	–	0.25%	36
2021 Q4	$1.04M	Hold	54,990	–	–	0.28%	35
2021 Q3	$952K	Buy	54,990 +4,662	+9%	+$82.9K	0.38%	31
2021 Q2	$875K	Hold	50,328	–	–	0.36%	35
2021 Q1	$811K	Buy	+50,328	New	+$793K	0.36%	34

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Ullmann Wealth Partners Group's SCHB Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 55,028 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #64.

Ullmann Wealth Partners Group first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Ullmann Wealth Partners Group held 55,028 shares of Schwab US Broad Market ETF worth $1.59M as of Q2 2026.
Ullmann Wealth Partners Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.14% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #64 holding.
Ullmann Wealth Partners Group first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.