VVP
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Venture Visionary Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Venture Visionary 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
Q3 		$8.61M Buy
293,683
+38,326
+15% +$1.12M 0.23% 114
2026
Q2 		$7.4M Buy
255,357
+75,866
+42% +$2.12M 0.21% 121
2026
Q1 		$4.51M Sell
179,491
-11,778
-6% -$309K 0.15% 145
2025
Q4 		$5.02M Sell
191,269
-5,780
-3% -$150K 0.16% 126
2025
Q3 		$5.07M Buy
197,049
+144
+0.1% +$3.56K 0.17% 124
2025
Q2 		$4.69M Buy
196,905
+87
+0% +$1.92K 0.18% 125
2025
Q1 		$4.24M Sell
196,818
-81
-0% -$1.84K 0.18% 127
2024
Q4 		$4.47M Sell
196,899
-36
-0% -$822 0.19% 122
2024
Q3 		$4.37M Sell
196,935
-1,638
-0.8% -$35K 0.19% 122
2024
Q2 		$4.16M Sell
198,573
-1,539
-0.8% -$31.2K 0.19% 122
2024
Q1 		$4.07M Sell
200,112
-243
-0.1% -$4.7K 0.19% 121
2023
Q4 		$3.72M Buy
200,355
+60,348
+43% +$1.04M 0.2% 122
2023
Q3 		$2.33M Sell
140,007
-714
-0.5% -$12.4K 0.14% 145
2023
Q2 		$2.43M Sell
140,721
-11,556
-8% -$188K 0.14% 142
2023
Q1 		$2.43M Sell
152,277
-52,170
-26% -$816K 0.15% 133
2022
Q4 		$3.05M Buy
204,447
+45
+0% +$676 0.22% 109
2022
Q3 		$2.86M Sell
204,402
-819
-0.4% -$12.7K 0.23% 102
2022
Q2 		$3.02M Sell
205,221
-87
-0% -$1.4K 0.23% 94
2022
Q1 		$3.65M Buy
205,308
+1,782
+0.9% +$31.3K 0.24% 90
2021
Q4 		$3.83M Buy
203,526
+24,126
+13% +$444K 0.25% 88
2021
Q3 		$3.1M Sell
179,400
-5,400
-3% -$96K 0.22% 100
2021
Q2 		$3.21M Sell
184,800
-9,090
-5% -$154K 0.26% 90
2021
Q1 		$3.13M Sell
193,890
-21,090
-10% -$332K 0.26% 90
2020
Q4 		$3.26M Buy
214,980
+64,188
+43% +$914K 0.36% 61
2020
Q3 		$2M Sell
150,792
-354
-0.2% -$4.66K 0.49% 38
2020
Q2 		$1.85M Sell
151,146
-120,942
-44% -$1.39M 0.54% 37
2020
Q1 		$2.74M Sell
272,088
-35,856
-12% -$434K 1.03% 23
2019
Q4 		$3.94M Buy
+307,944
New +$3.78M 1.2% 20

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Venture Visionary Partners's SCHB Position: Q3 2026 in Review

Venture Visionary Partners increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q3 2026, buying an estimated $1.12M and bringing the position to 293,683 shares worth $8.61M. The position accounts for 0.23% of the portfolio, ranked #114.

Venture Visionary Partners first reported a position in SCHB in Q4 2019 and has held it in 28 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Venture Visionary Partners held 293,683 shares of Schwab US Broad Market ETF worth $8.61M as of Q3 2026.
  • Venture Visionary Partners bought 38,326 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.12M.
  • Schwab US Broad Market ETF made up 0.23% of Venture Visionary Partners's portfolio in Q3 2026, its #114 holding.
  • Venture Visionary Partners first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.