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Waypoint Wealth Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Waypoint Wealth Counsel’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
Q1 		$1.68M Sell
66,985
-36,323
-35% -$953K 0.87% 16
2025
Q4 		$2.71M Buy
103,308
+821
+0.8% +$21.4K 0.99% 16
2025
Q3 		$2.63M Buy
102,487
+2,457
+2% +$60.8K 1.04% 16
2025
Q2 		$2.38M Sell
100,030
-611
-0.6% -$13.5K 1.18% 16
2025
Q1 		$2.17M Buy
100,641
+1,199
+1% +$27.3K 1.36% 17
2024
Q4 		$2.26M Sell
99,442
-284
-0.3% -$6.49K 1.47% 16
2024
Q3 		$2.21M Buy
99,726
+1,869
+2% +$39.9K 1.49% 17
2024
Q2 		$2.05M Sell
97,857
-3,783
-4% -$76.6K 1.57% 16
2024
Q1 		$2.07M Buy
101,640
+69
+0.1% +$1.33K 1.59% 15
2023
Q4 		$1.88M Sell
101,571
-73,674
-42% -$1.27M 1.61% 15
2023
Q3 		$2.91M Buy
175,245
+2,568
+1% +$44.4K 2.74% 11
2023
Q2 		$2.98M Buy
172,677
+36
+0% +$587 2.66% 11
2023
Q1 		$2.75M Buy
172,641
+450
+0.3% +$7.04K 2.14% 15
2022
Q4 		$2.57M Buy
+172,191
New +$2.59M 2.07% 15

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Waypoint Wealth Counsel's SCHB Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Schwab US Broad Market ETF (SCHB) stake by 35% in Q1 2026, selling an estimated $953K and leaving 66,985 shares worth $1.68M. The position accounts for 0.87% of the portfolio, ranked #16.

Waypoint Wealth Counsel first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.98M in Q2 2023. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Waypoint Wealth Counsel held 66,985 shares of Schwab US Broad Market ETF worth $1.68M as of Q1 2026.
  • Waypoint Wealth Counsel sold 36,323 Schwab US Broad Market ETF shares in Q1 2026, an estimated $953K.
  • Schwab US Broad Market ETF made up 0.87% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #16 holding.
  • Waypoint Wealth Counsel first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Schwab US Broad Market ETF position peaked at $2.98M in Q2 2023.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.