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

Wealthquest’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 		$295K Sell
10,170
-1
-0% -$28 0.02% 138
2026
Q1 		$255K Sell
10,171
-1,189
-10% -$31.2K 0.02% 125
2025
Q4 		$298K Buy
11,360
+782
+7% +$20.4K 0.02% 110
2025
Q3 		$272K Buy
10,578
+1
+0% +$25 0.02% 44
2025
Q2 		$252K Buy
10,577
+13
+0.1% +$286 0.02% 117
2025
Q1 		$227K Buy
+10,564
New +$240K 0.02% 121

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
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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Wealthquest's SCHB Position: Q2 2026 in Review

Wealthquest reduced its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, selling an estimated $28 and leaving 10,170 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #138.

Wealthquest first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 542 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wealthquest held 10,170 shares of Schwab US Broad Market ETF worth $295K as of Q2 2026.
  • Wealthquest sold 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #138 holding.
  • Wealthquest first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealthquest's Schwab US Broad Market ETF position peaked at $298K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.