WealthBridge Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

WealthBridge Capital 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	$365K	Buy	12,605 +7	+0.1%	+$196	0.07%	172
2026 Q1	$316K	Buy	12,598 +7	+0.1%	+$184	0.07%	174
2025 Q4	$330K	Buy	12,591 +9	+0.1%	+$234	0.08%	157
2025 Q3	$323K	Sell	12,582 -493	-4%	-$12.2K	0.08%	163
2025 Q2	$312K	Sell	13,075 -1,492	-10%	-$32.9K	0.08%	166
2025 Q1	$314K	Sell	14,567 -992	-6%	-$22.6K	0.09%	153
2024 Q4	$353K	Buy	15,559 +7	+0%	+$160	0.1%	136
2024 Q3	$345K	Sell	15,552 -585	-4%	-$12.5K	0.1%	140
2024 Q2	$338K	Hold	16,137	–	–	0.11%	125
2024 Q1	$328K	Buy	16,137 +309	+2%	+$5.98K	0.11%	123
2023 Q4	$294K	Sell	15,828 -198	-1%	-$3.42K	0.11%	123
2023 Q3	$266K	Sell	16,026 -5,988	-27%	-$104K	0.11%	134
2023 Q2	$379K	Sell	22,014 -1,266	-5%	-$20.6K	0.15%	105
2023 Q1	$371K	Sell	23,280 -10,263	-31%	-$160K	0.15%	119
2022 Q4	$501K	Sell	33,543 -1,254	-4%	-$18.8K	0.21%	98
2022 Q3	$513K	Hold	34,797	–	–	0.22%	93
2022 Q2	$513K	Sell	34,797 -891	-2%	-$14.3K	0.22%	93
2022 Q1	$635K	Sell	35,688 -900	-2%	-$15.8K	0.24%	89
2021 Q4	$689K	Sell	36,588 -300	-0.8%	-$5.52K	0.26%	81
2021 Q3	$638K	Sell	36,888 -30	-0.1%	-$534	0.24%	82
2021 Q2	$642K	Sell	36,918 -2,094	-5%	-$35.4K	0.23%	87
2021 Q1	$629K	Sell	39,012 -1,488	-4%	-$23.5K	0.26%	83
2020 Q4	$614K	Sell	40,500 -1,644	-4%	-$23.4K	0.27%	76
2020 Q3	$559K	Sell	42,144 -348	-0.8%	-$4.58K	0.29%	70
2020 Q2	$520K	Buy	42,492 +12	+0%	+$138	0.29%	66
2020 Q1	$428K	Buy	42,480 +12	+0%	+$145	0.3%	71
2019 Q4	$544K	Buy	42,468 +762	+2%	+$9.35K	0.35%	63
2019 Q3	$494K	Buy	41,706 +1,206	+3%	+$14.3K	0.36%	67
2019 Q2	$405K	Sell	40,500 -5,550	-12%	-$64.1K	0.37%	62
2019 Q1	$530K	Buy	46,050 +5,550	+14%	+$60.6K	0.34%	59
2018 Q4	$405K	Buy	+40,500	New	+$438K	0.31%	62

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

WealthBridge Capital Management's SCHB Position: Q2 2026 in Review

WealthBridge Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q2 2026, buying an estimated $196 and bringing the position to 12,605 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #172.

WealthBridge Capital Management first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $689K in Q4 2021. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

WealthBridge Capital Management held 12,605 shares of Schwab US Broad Market ETF worth $365K as of Q2 2026.
WealthBridge Capital Management bought 7 Schwab US Broad Market ETF shares in Q2 2026, an estimated $196.
Schwab US Broad Market ETF made up 0.07% of WealthBridge Capital Management's portfolio in Q2 2026, its #172 holding.
WealthBridge Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's Schwab US Broad Market ETF position peaked at $689K in Q4 2021.
1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.