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Wealth Preservation Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-2,763
Closed -$69.3K – 787
2026
Q1 		$69.3K Buy
2,763
+4
+0.1% +$105 0.06% 137
2025
Q4 		$72.4K Buy
2,759
+1,379
+100% +$35.9K 0.04% 167
2025
Q3 		$35.5K Hold
1,380
– – 0.02% 206
2025
Q2 		$32.9K Hold
1,380
– – 0.02% 211
2025
Q1 		$29.7K Buy
+1,380
New +$31.4K 0.02% 219

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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 $104B AUM 28.3% 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

Wealth Preservation Advisors's SCHB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 2,763 shares — an estimated $69.3K sold.

Wealth Preservation Advisors first reported a position in SCHB in Q1 2025 and held it in 5 quarters. The position peaked at $72.4K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,763 Schwab US Broad Market ETF shares in Q2 2026, an estimated $69.3K.
  • Wealth Preservation Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Schwab US Broad Market ETF position peaked at $72.4K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.