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Wedmont Private Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Wedmont Private Capital’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 		$15.8M Buy
540,035
+20
+0% +$560 0.43% 36
2026
Q1 		$14.1M Buy
540,015
+37,134
+7% +$974K 0.45% 34
2025
Q4 		$13.4M Buy
502,881
+5,544
+1% +$144K 0.46% 35
2025
Q3 		$12.8M Sell
497,337
-11,806
-2% -$292K 0.48% 33
2025
Q2 		$12.3M Buy
509,143
+16,377
+3% +$361K 0.52% 32
2025
Q1 		$10.1M Buy
492,766
+481,712
+4,358% +$11M 0.52% 32
2024
Q4 		$249K Sell
11,054
-154
-1% -$3.52K 0.01% 595
2024
Q3 		$246K Buy
11,208
+3
+0% +$64 0.01% 565
2024
Q2 		$242K Buy
11,205
+3
+0% +$61 0.02% 558
2024
Q1 		$226K Buy
11,202
+3
+0% +$58 0.02% 538
2023
Q4 		$207K Buy
+11,199
New +$193K 0.02% 526
2023
Q2 		– Sell
-20,472
Closed -$326K – 519
2023
Q1 		$326K Buy
20,472
+3
+0% +$47 0.04% 323
2022
Q4 		$310K Buy
20,469
+2,829
+16% +$42.5K 0.05% 324
2022
Q3 		$247K Hold
17,640
– – 0.05% 309
2022
Q2 		$260K Hold
17,640
– – 0.06% 272
2022
Q1 		$317K Buy
17,640
+756
+4% +$13.3K 0.07% 226
2021
Q4 		$310K Buy
+16,884
New +$311K 0.1% 165

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

Wedmont Private Capital's SCHB Position: Q2 2026 in Review

Wedmont Private Capital increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $560 and bringing the position to 540,035 shares worth $15.8M. The position accounts for 0.43% of the portfolio, ranked #36.

Wedmont Private Capital first reported a position in SCHB in Q4 2021 and has held it in 17 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wedmont Private Capital held 540,035 shares of Schwab US Broad Market ETF worth $15.8M as of Q2 2026.
  • Wedmont Private Capital bought 20 Schwab US Broad Market ETF shares in Q2 2026, an estimated $560.
  • Schwab US Broad Market ETF made up 0.43% of Wedmont Private Capital's portfolio in Q2 2026, its #36 holding.
  • Wedmont Private Capital first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.