WBH Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.6M | Buy |
2,119,640
+86,869
| +4% | +$2.28M | 4.02% | 4 |
|
|
2025
Q4 | $53.3M | Buy |
2,032,771
+13,682
| +0.7% | +$356K | 3.95% | 4 |
|
|
2025
Q3 | $51.9M | Sell |
2,019,089
-6,790
| -0.3% | -$168K | 3.96% | 3 |
|
|
2025
Q2 | $48.3M | Sell |
2,025,879
-99,169
| -5% | -$2.18M | 4.11% | 3 |
|
|
2025
Q1 | $45.8M | Buy |
2,125,048
+87,197
| +4% | +$1.98M | 4.27% | 3 |
|
|
2024
Q4 | $46.3M | Buy |
2,037,851
+67,613
| +3% | +$1.54M | 4.29% | 3 |
|
|
2024
Q3 | $43.7M | Buy |
1,970,238
+57,348
| +3% | +$1.22M | 4.14% | 3 |
|
|
2024
Q2 | $40.1M | Buy |
1,912,890
+112,074
| +6% | +$2.27M | 4.06% | 3 |
|
|
2024
Q1 | $36.6M | Buy |
1,800,816
+130,095
| +8% | +$2.52M | 3.77% | 3 |
|
|
2023
Q4 | $31M | Buy |
1,670,721
+44,037
| +3% | +$761K | 3.45% | 3 |
|
|
2023
Q3 | $27M | Buy |
1,626,684
+29,943
| +2% | +$518K | 3.32% | 3 |
|
|
2023
Q2 | $27.5M | Buy |
1,596,741
+13,929
| +0.9% | +$227K | 3.26% | 3 |
|
|
2023
Q1 | $25.2M | Buy |
+1,582,812
| New | +$24.7M | 3.15% | 3 |
|
|
2022
Q3 | $20.8M | Buy |
1,485,525
+73,650
| +5% | +$1.15M | 3% | 3 |
|
|
2022
Q2 | $21.2M | Buy |
1,411,875
+22,515
| +2% | +$361K | 2.83% | 5 |
|
|
2022
Q1 | $23.3M | Sell |
1,389,360
-90,306
| -6% | -$1.59M | 2.86% | 3 |
|
|
2021
Q4 | $27.9M | Buy |
1,479,666
+31,500
| +2% | +$580K | 3.18% | 3 |
|
|
2021
Q3 | $25.1M | Sell |
1,448,166
-4,596
| -0.3% | -$81.7K | 3.37% | 3 |
|
|
2021
Q2 | $25.8M | Buy |
1,452,762
+4,182
| +0.3% | +$70.8K | 3.78% | 3 |
|
|
2021
Q1 | $23.3M | Sell |
1,448,580
-7,980
| -0.5% | -$126K | 3.78% | 3 |
|
|
2020
Q4 | $22.9M | Sell |
1,456,560
-14,244
| -1% | -$203K | 3.93% | 3 |
|
|
2020
Q3 | $19.5M | Buy |
1,470,804
+16,326
| +1% | +$215K | 3.94% | 3 |
|
|
2020
Q2 | $17.8M | Buy |
1,454,478
+38,442
| +3% | +$443K | 4.31% | 2 |
|
|
2020
Q1 | $14.3K | Sell |
1,416,036
-33,474
| -2% | -$405K | 3.34% | 5 |
|
|
2019
Q4 | $18.6M | Buy |
1,449,510
+83,988
| +6% | +$1.03M | 3.8% | 4 |
|
|
2019
Q3 | $16.2M | Buy |
1,365,522
+93,042
| +7% | +$1.1M | 3.63% | 3 |
|
|
2019
Q2 | $15M | Buy |
1,272,480
+6,666
| +0.5% | +$77K | 3.47% | 4 |
|
|
2019
Q1 | $14.4M | Buy |
1,265,814
+119,574
| +10% | +$1.31M | 3.41% | 4 |
|
|
2018
Q4 | $11.4K | Buy |
1,146,240
+106,416
| +10% | +$1.15M | 2.78% | 6 |
|
|
2018
Q3 | $12.2M | Buy |
1,039,824
+57,204
| +6% | +$659K | 2.96% | 5 |
|
|
2018
Q2 | $10.8M | Buy |
982,620
+18,600
| +2% | +$203K | 2.8% | 6 |
|
|
2018
Q1 | $10.2M | Buy |
964,020
+39,942
| +4% | +$439K | 2.79% | 6 |
|
|
2017
Q4 | $9.94M | Buy |
924,078
+27,678
| +3% | +$290K | 2.65% | 6 |
|
|
2017
Q3 | $9.1M | Buy |
896,400
+21,474
| +2% | +$213K | 2.54% | 7 |
|
|
2017
Q2 | $8.52M | Sell |
874,926
-9,282
| -1% | -$89.6K | 2.39% | 8 |
|
|
2017
Q1 | $8.41M | Buy |
884,208
+190,488
| +27% | +$1.79M | 2.52% | 7 |
|
|
2016
Q4 | $6.26M | Buy |
693,720
+47,118
| +7% | +$415K | 2.09% | 8 |
|
|
2016
Q3 | $5.64M | Buy |
646,602
+11,946
| +2% | +$104K | 1.93% | 9 |
|
|
2016
Q2 | $5.32M | Buy |
634,656
+12,972
| +2% | +$108K | 2.07% | 8 |
|
|
2016
Q1 | $5.11M | Buy |
621,684
+229,134
| +58% | +$1.78M | 1.71% | 9 |
|
|
2015
Q4 | $3.21K | Buy |
392,550
+36,318
| +10% | +$300K | 1.12% | 16 |
|
|
2015
Q3 | $2.75M | Buy |
356,232
+12,312
| +4% | +$101K | 1.14% | 16 |
|
|
2015
Q2 | $2.88M | Buy |
343,920
+28,446
| +9% | +$243K | 1.13% | 14 |
|
|
2015
Q1 | $2.65K | Buy |
315,474
+27,984
| +10% | +$234K | 0.74% | 19 |
|
|
2014
Q4 | $2.39M | Buy |
287,490
+27,048
| +10% | +$219K | 0.9% | 23 |
|
|
2014
Q3 | $2.06M | Buy |
260,442
+15,606
| +6% | +$125K | 0.73% | 27 |
|
|
2014
Q2 | $1.95M | Buy |
244,836
+21,222
| +9% | +$164K | 0.74% | 28 |
|
|
2014
Q1 | $1.7M | Buy |
223,614
+34,932
| +19% | +$261K | 0.68% | 32 |
|
|
2013
Q4 | $1.42M | Buy |
188,682
+1,296
| +0.7% | +$9.32K | 0.57% | 45 |
|
|
2013
Q3 | $1.28M | Buy |
187,386
+71,208
| +61% | +$484K | 0.57% | 43 |
|
|
2013
Q2 | $753K | Buy |
+116,178
| New | +$754K | 0.35% | 79 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
WBH Advisory's SCHB Position: Q1 2026 in Review
WBH Advisory increased its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q1 2026, buying an estimated $2.28M and bringing the position to 2,119,640 shares worth $53.6M. The position accounts for 4.02% of the portfolio, ranked #4.
WBH Advisory first reported a position in SCHB in Q2 2013 and has held it in 51 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.
- WBH Advisory held 2,119,640 shares of Schwab US Broad Market ETF worth $53.6M as of Q1 2026.
- WBH Advisory bought 86,869 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.28M.
- Schwab US Broad Market ETF made up 4.02% of WBH Advisory's portfolio in Q1 2026, its #4 holding.
- WBH Advisory first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 51 quarters since.
- 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.