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

Wealth Analytics 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	$191K	Buy	+6,504	New	+$191K	0.07%	49

Other funds holding SCHB

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wealth Analytics Partners's SCHB Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 6,504 shares worth $191K. The stake represents 0.07% of the portfolio and ranks #49 among its holdings.

321 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Wealth Analytics Partners held 6,504 shares of Schwab US Broad Market ETF worth $191K as of Q3 2026.
Schwab US Broad Market ETF was a new Wealth Analytics Partners position in Q3 2026.
Schwab US Broad Market ETF made up 0.07% of Wealth Analytics Partners's portfolio in Q3 2026, its #49 holding.
321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.