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Vigilare Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Vigilare Wealth Management’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 		$322K Buy
11,130
+414
+4% +$11.6K 0.1% 93
2026
Q1 		$269K Hold
10,716
– – 0.09% 90
2025
Q4 		$281K Hold
10,716
– – 0.09% 99
2025
Q3 		$276K Hold
10,716
– – 0.1% 102
2025
Q2 		$255K Sell
10,716
-1,148
-10% -$25.3K 0.1% 99
2025
Q1 		$255K Buy
11,864
+4
+0% +$91 0.1% 85
2024
Q4 		$269K Buy
11,860
+4
+0% +$91 0.11% 73
2024
Q3 		$263K Buy
11,856
+6
+0.1% +$128 0.11% 75
2024
Q2 		$248K Hold
11,850
– – 0.11% 80
2024
Q1 		$241K Sell
11,850
-714
-6% -$13.8K 0.12% 83
2023
Q4 		$233K Buy
12,564
+6
+0% +$104 0.12% 90
2023
Q3 		$209K Sell
12,558
-213
-2% -$3.69K 0.13% 79
2023
Q2 		$220K Buy
12,771
+6
+0% +$98 0.13% 87
2023
Q1 		$204K Buy
+12,765
New +$200K 0.11% 100
2022
Q2 		– Sell
-11,634
Closed -$207K – 147
2022
Q1 		$207K Buy
11,634
+6
+0.1% +$105 0.17% 135
2021
Q4 		$219K Hold
11,628
– – 0.13% 165
2021
Q3 		$201K Buy
11,628
+6
+0.1% +$107 0.12% 185
2021
Q2 		$202K Buy
+11,622
New +$197K 0.12% 197

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Vigilare Wealth Management's SCHB Position: Q2 2026 in Review

Vigilare Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 11,130 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #93.

Vigilare Wealth Management first reported a position in SCHB in Q2 2021 and has held it in 18 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vigilare Wealth Management held 11,130 shares of Schwab US Broad Market ETF worth $322K as of Q2 2026.
  • Vigilare Wealth Management bought 414 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US Broad Market ETF made up 0.1% of Vigilare Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Vigilare Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 18 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.