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Wealthspire Advisors (New York)’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthspire Advisors (New York)’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 		$15.6M Buy
537,166
+56,889
+12% +$1.59M 0.09% 136
2026
Q1 		$12.1M Sell
480,277
-20,290
-4% -$532K 0.09% 103
2025
Q4 		$13.1M Sell
500,567
-501,705
-50% -$13.1M 0.1% 95
2025
Q3 		$25.8M Buy
1,002,272
+1,580
+0.2% +$39.1K 0.13% 73
2025
Q2 		$23.8M Sell
1,000,692
-3,226
-0.3% -$71.1K 0.13% 72
2025
Q1 		$21.6M Buy
1,003,918
+496,815
+98% +$11.3M 0.13% 75
2024
Q4 		$11.5M Sell
507,103
-3,632
-0.7% -$83K 0.11% 90
2024
Q3 		$11.3M Buy
510,735
+324,240
+174% +$6.92M 0.12% 92
2024
Q2 		$3.91M Buy
186,495
+1,866
+1% +$37.8K 0.05% 132
2024
Q1 		$3.76M Sell
184,629
-4,002
-2% -$77.4K 0.05% 130
2023
Q4 		$3.5M Buy
188,631
+128,730
+215% +$2.22M 0.05% 136
2023
Q3 		$995K Buy
59,901
+10,374
+21% +$180K 0.02% 279
2023
Q2 		$854K Sell
49,527
-3,069
-6% -$50K 0.01% 275
2023
Q1 		$839K Buy
+52,596
New +$822K 0.01% 279
2022
Q3 		– Sell
-16,131
Closed -$238K – 540
2022
Q2 		$238K Buy
+16,131
New +$259K 0.01% 447
2021
Q4 		– Sell
-33,222
Closed -$575K – 610
2021
Q3 		$575K Buy
+33,222
New +$591K 0.01% 333

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

Wealthspire Advisors (New York)'s SCHB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, buying an estimated $1.59M and bringing the position to 537,166 shares worth $15.6M. The position accounts for 0.09% of the portfolio, ranked #136.

Wealthspire Advisors (New York) first reported a position in SCHB in Q3 2021 and has held it in 16 quarters since. The position peaked at $25.8M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wealthspire Advisors (New York) held 537,166 shares of Schwab US Broad Market ETF worth $15.6M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 56,889 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.59M.
  • Schwab US Broad Market ETF made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #136 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Broad Market ETF position peaked at $25.8M in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.