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WealthCollab’s Schwab US Broad Market ETF SCHB Stock Holding History

WealthCollab’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 		$4.38M Buy
151,220
+24
+0% +$672 1.59% 15
2026
Q1 		$3.8M Buy
151,196
+295
+0.2% +$7.74K 1.56% 16
2025
Q4 		$3.96M Sell
150,901
-1,316
-0.9% -$34.3K 1.62% 18
2025
Q3 		$3.91M Buy
152,217
+23
+0% +$569 1.8% 14
2025
Q2 		$3.63M Sell
152,194
-3,096
-2% -$68.2K 2.03% 13
2025
Q1 		$3.34M Sell
155,290
-2,792
-2% -$63.5K 2.06% 13
2024
Q4 		$3.59M Sell
158,082
-1,548
-1% -$35.4K 2.29% 14
2024
Q3 		$3.54M Sell
159,630
-1,326
-0.8% -$28.3K 2.32% 13
2024
Q2 		$3.37M Sell
160,956
-2,463
-2% -$49.9K 2.42% 13
2024
Q1 		$3.33M Sell
163,419
-2,448
-1% -$47.4K 2.45% 14
2023
Q4 		$3.08M Buy
+165,867
New +$2.86M 2.4% 13

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $103B AUM 28.65% 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

WealthCollab's SCHB Position: Q2 2026 in Review

WealthCollab increased its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, buying an estimated $672 and bringing the position to 151,220 shares worth $4.38M. The position accounts for 1.59% of the portfolio, ranked #15.

WealthCollab first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WealthCollab held 151,220 shares of Schwab US Broad Market ETF worth $4.38M as of Q2 2026.
  • WealthCollab bought 24 Schwab US Broad Market ETF shares in Q2 2026, an estimated $672.
  • Schwab US Broad Market ETF made up 1.59% of WealthCollab's portfolio in Q2 2026, its #15 holding.
  • WealthCollab first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.