Wealthcare Capital Management’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
Q2 | $896K | Hold |
30,952
| – | – | 0.09% | 42 |
|
|
2026
Q1 | $777K | Hold |
30,952
| – | – | 0.08% | 45 |
|
|
2025
Q4 | $812K | Hold |
30,952
| – | – | 0.08% | 42 |
|
|
2025
Q3 | $796K | Buy |
30,952
+2,374
| +8% | +$58.8K | 0.08% | 41 |
|
|
2025
Q2 | $681K | Sell |
28,578
-498
| -2% | -$11K | 0.07% | 42 |
|
|
2025
Q1 | $626K | Hold |
29,076
| – | – | 0.06% | 49 |
|
|
2024
Q4 | $660K | Buy |
+29,076
| New | +$664K | 0.07% | 47 |
|
|
2024
Q3 | – | Sell |
-29,076
| Closed | -$609K | – | 89 |
|
|
2024
Q2 | $609K | Hold |
29,076
| – | – | 0.06% | 49 |
|
|
2024
Q1 | $592K | Hold |
29,076
| – | – | 0.07% | 47 |
|
|
2023
Q4 | $540K | Hold |
29,076
| – | – | 0.06% | 49 |
|
|
2023
Q3 | $483K | Hold |
29,076
| – | – | 0.06% | 46 |
|
|
2023
Q2 | $501K | Hold |
29,076
| – | – | 0.06% | 44 |
|
|
2023
Q1 | $464K | Sell |
29,076
-5,166
| -15% | -$80.8K | 0.06% | 46 |
|
|
2022
Q4 | $511K | Hold |
34,242
| – | – | 0.07% | 46 |
|
|
2022
Q3 | $479K | Sell |
34,242
-5,628
| -14% | -$87.6K | 0.06% | 43 |
|
|
2022
Q2 | $587K | Sell |
39,870
-176,031
| -82% | -$2.83M | 0.06% | 38 |
|
|
2022
Q1 | $3.84M | Sell |
215,901
-6,363
| -3% | -$112K | 0.37% | 11 |
|
|
2021
Q4 | $4.19M | Sell |
222,264
-157,662
| -41% | -$2.9M | 0.38% | 12 |
|
|
2021
Q3 | $6.58M | Hold |
379,926
| – | – | 0.64% | 9 |
|
|
2021
Q2 | $6.6M | Sell |
379,926
-17,640
| -4% | -$299K | 0.63% | 10 |
|
|
2021
Q1 | $6.41M | Hold |
397,566
| – | – | 0.64% | 9 |
|
|
2020
Q4 | $6.03M | Hold |
397,566
| – | – | 0.63% | 10 |
|
|
2020
Q3 | $5.28M | Buy |
397,566
+2,394
| +0.6% | +$31.5K | 0.6% | 10 |
|
|
2020
Q2 | $4.84M | Buy |
395,172
+333,402
| +540% | +$3.84M | 0.59% | 9 |
|
|
2020
Q1 | $622K | Sell |
61,770
-58,938
| -49% | -$713K | 0.08% | 27 |
|
|
2019
Q4 | $1.55M | Hold |
120,708
| – | – | 0.18% | 22 |
|
|
2019
Q3 | $1.43M | Buy |
120,708
+738
| +0.6% | +$8.72K | 0.18% | 23 |
|
|
2019
Q2 | $1.41M | Buy |
119,970
+29,820
| +33% | +$344K | 0.19% | 19 |
|
|
2019
Q1 | $1.02M | Sell |
90,150
-38,508
| -30% | -$420K | 0.15% | 24 |
|
|
2018
Q4 | $1.28M | Buy |
+128,658
| New | +$1.39M | 0.2% | 19 |
|
|
2017
Q1 | – | Sell |
-744
| Closed | -$7K | – | 198 |
|
|
2016
Q4 | $7K | Hold |
744
| – | – | ﹤0.01% | 132 |
|
|
2016
Q3 | $6K | Hold |
744
| – | – | ﹤0.01% | 141 |
|
|
2016
Q2 | $6K | Sell |
744
-882
| -54% | -$7.32K | ﹤0.01% | 141 |
|
|
2016
Q1 | $13K | Sell |
1,626
-17,502
| -91% | -$136K | ﹤0.01% | 123 |
|
|
2015
Q4 | $156K | Buy |
+19,128
| New | +$158K | 0.02% | 51 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
Wealthcare Capital Management's SCHB Position: Q2 2026 in Review
Wealthcare Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 30,952 shares worth $896K. The position accounts for 0.09% of the portfolio, ranked #42.
Wealthcare Capital Management first reported a position in SCHB in Q4 2015 and has held it in 35 quarters since. The position peaked at $6.6M in Q2 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- Wealthcare Capital Management held 30,952 shares of Schwab US Broad Market ETF worth $896K as of Q2 2026.
- Wealthcare Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
- Schwab US Broad Market ETF made up 0.09% of Wealthcare Capital Management's portfolio in Q2 2026, its #42 holding.
- Wealthcare Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 35 quarters since.
- Wealthcare Capital Management's Schwab US Broad Market ETF position peaked at $6.6M in Q2 2021.
- 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.