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WealthShield Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

WealthShield Partners’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 		$71.5K Sell
2,469
-6,870
-74% -$192K 0.01% 276
2026
Q1 		$234K Sell
9,339
-229
-2% -$6.01K 0.03% 321
2025
Q4 		$251K Sell
9,568
-654
-6% -$17K 0.03% 306
2025
Q3 		$263K Sell
10,222
-1,255
-11% -$31.1K 0.03% 296
2025
Q2 		$273K Sell
11,477
-525
-4% -$11.6K 0.03% 284
2025
Q1 		$258K Sell
12,002
-2,472
-17% -$56.2K 0.03% 287
2024
Q4 		$329K Buy
14,474
+3,593
+33% +$82.1K 0.05% 239
2024
Q3 		$241K Sell
10,881
-990
-8% -$21.1K 0.03% 271
2024
Q2 		$250K Sell
11,871
-2,073
-15% -$42K 0.04% 254
2024
Q1 		$284K Sell
13,944
-567
-4% -$11K 0.05% 240
2023
Q4 		$269K Hold
14,511
– – 0.04% 247
2023
Q3 		$241K Sell
14,511
-291
-2% -$5.04K 0.04% 271
2023
Q2 		$255K Sell
14,802
-4,539
-23% -$74K 0.04% 268
2023
Q1 		$308K Sell
19,341
-2,727
-12% -$42.6K 0.05% 252
2022
Q4 		$330K Sell
22,068
-10,551
-32% -$159K 0.06% 236
2022
Q3 		$457K Sell
32,619
-2,814
-8% -$43.8K 0.09% 203
2022
Q2 		$522K Sell
35,433
-7,353
-17% -$118K 0.1% 193
2022
Q1 		$761K Sell
42,786
-44,166
-51% -$775K 0.12% 180
2021
Q4 		$1.64M Buy
+86,952
New +$1.6M 0.27% 78
2021
Q3 		– Sell
-3,780
Closed -$66K – 633
2021
Q2 		$66K Buy
3,780
+486
+15% +$8.22K 0.01% 420
2021
Q1 		$53K Buy
+3,294
New +$51.9K 0.01% 448
2020
Q4 		– Sell
-3,012
Closed -$40K – 386
2020
Q3 		$40K Hold
3,012
– – 0.01% 310
2020
Q2 		$37K Hold
3,012
– – 0.02% 259
2020
Q1 		$30K Hold
3,012
– – 0.02% 205
2019
Q4 		$39K Hold
3,012
– – 0.02% 221
2019
Q3 		$36K Hold
3,012
– – 0.02% 210
2019
Q2 		$35K Hold
3,012
– – 0.02% 184
2019
Q1 		$34K Buy
+3,012
New +$32.9K 0.02% 203

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 $104B AUM 28.3% 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

WealthShield Partners's SCHB Position: Q2 2026 in Review

WealthShield Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 74% in Q2 2026, selling an estimated $192K and leaving 2,469 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #276.

WealthShield Partners first reported a position in SCHB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.64M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WealthShield Partners held 2,469 shares of Schwab US Broad Market ETF worth $71.5K as of Q2 2026.
  • WealthShield Partners sold 6,870 Schwab US Broad Market ETF shares in Q2 2026, an estimated $192K.
  • Schwab US Broad Market ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #276 holding.
  • WealthShield Partners first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 28 quarters since.
  • WealthShield Partners's Schwab US Broad Market ETF position peaked at $1.64M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.