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

Verum 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
Q2 		$463K Sell
16,002
-253
-2% -$7.08K 0.07% 126
2026
Q1 		$408K Sell
16,255
-787
-5% -$20.7K 0.08% 116
2025
Q4 		$447K Buy
+17,042
New +$444K 0.09% 105

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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

Verum Partners's SCHB Position: Q2 2026 in Review

Verum Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, selling an estimated $7.08K and leaving 16,002 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #126.

Verum Partners first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Verum Partners held 16,002 shares of Schwab US Broad Market ETF worth $463K as of Q2 2026.
  • Verum Partners sold 253 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.08K.
  • Schwab US Broad Market ETF made up 0.07% of Verum Partners's portfolio in Q2 2026, its #126 holding.
  • Verum Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.