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WealthGarden F.S.’s Schwab US Broad Market ETF SCHB Stock Holding History

WealthGarden F.S.’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 		$1.02M Buy
35,074
+967
+3% +$27.1K 0.58% 50
2026
Q1 		$856K Buy
34,107
+395
+1% +$10.4K 0.58% 60
2025
Q4 		$902K Buy
33,712
+964
+3% +$25.1K 0.59% 55
2025
Q3 		$848K Buy
32,748
+9,172
+39% +$227K 0.61% 50
2025
Q2 		$575K Buy
23,576
+3,092
+15% +$68.1K 0.48% 67
2025
Q1 		$441K Buy
20,484
+193
+1% +$4.39K 0.42% 78
2024
Q4 		$461K Buy
20,291
+9,695
+91% +$221K 0.43% 71
2024
Q3 		$235K Buy
+10,596
New +$226K 0.23% 110

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

WealthGarden F.S.'s SCHB Position: Q2 2026 in Review

WealthGarden F.S. increased its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, buying an estimated $27.1K and bringing the position to 35,074 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #50.

WealthGarden F.S. first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WealthGarden F.S. held 35,074 shares of Schwab US Broad Market ETF worth $1.02M as of Q2 2026.
  • WealthGarden F.S. bought 967 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.1K.
  • Schwab US Broad Market ETF made up 0.58% of WealthGarden F.S.'s portfolio in Q2 2026, its #50 holding.
  • WealthGarden F.S. first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.