Wedgewood Investors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wedgewood Investors’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 Q1	$234K	Buy	9,317 +42	+0.5%	+$1.1K	0.27%	90
2025 Q4	$243K	Hold	9,275	–	–	0.28%	86
2025 Q3	$238K	Buy	9,275 +195	+2%	+$4.83K	0.26%	89
2025 Q2	$216K	Buy	+9,080	New	+$200K	0.25%	94
2025 Q1	–	Sell	-9,074	Closed	-$206K	–	101
2024 Q4	$206K	Buy	9,074 +8	+0.1%	+$183	0.24%	96
2024 Q3	$201K	Buy	+9,066	New	+$194K	0.22%	100
2022 Q1	–	Sell	-10,812	Closed	-$204K	–	99
2021 Q4	$204K	Sell	10,812 -1,992	-16%	-$36.6K	0.24%	94
2021 Q3	$222K	Hold	12,804	–	–	0.29%	88
2021 Q2	$223K	Hold	12,804	–	–	0.28%	90
2021 Q1	$206K	Buy	+12,804	New	+$202K	0.26%	94

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Wedgewood Investors's SCHB Position: Q1 2026 in Review

Wedgewood Investors increased its Schwab US Broad Market ETF (SCHB) stake by 0.45% in Q1 2026, buying an estimated $1.1K and bringing the position to 9,317 shares worth $234K. The position accounts for 0.27% of the portfolio, ranked #90.

Wedgewood Investors first reported a position in SCHB in Q1 2021 and has held it in 10 quarters since. The position peaked at $243K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Wedgewood Investors held 9,317 shares of Schwab US Broad Market ETF worth $234K as of Q1 2026.
Wedgewood Investors bought 42 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.1K.
Schwab US Broad Market ETF made up 0.27% of Wedgewood Investors's portfolio in Q1 2026, its #90 holding.
Wedgewood Investors first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 10 quarters since.
Wedgewood Investors's Schwab US Broad Market ETF position peaked at $243K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.