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Weinberger Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Weinberger Asset Management’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 		$12.3M Buy
488,077
+6,290
+1% +$165K 4.59% 6
2025
Q4 		$12.6M Sell
481,787
-36,432
-7% -$948K 4.55% 5
2025
Q3 		$13.3M Sell
518,219
-14,208
-3% -$352K 4.82% 4
2025
Q2 		$12.7M Sell
532,427
-8,440
-2% -$186K 4.9% 4
2025
Q1 		$11.6M Sell
540,867
-14,907
-3% -$339K 4.99% 4
2024
Q4 		$12.6M Sell
555,774
-7,569
-1% -$173K 5.27% 4
2024
Q3 		$12.5M Buy
563,343
+13,812
+3% +$295K 5.32% 4
2024
Q2 		$11.5M Sell
549,531
-11,538
-2% -$234K 5.43% 4
2024
Q1 		$11.4M Sell
561,069
-2,082
-0.4% -$40.3K 5.51% 4
2023
Q4 		$10.5M Sell
563,151
-9,579
-2% -$165K 5.37% 4
2023
Q3 		$9.52M Sell
572,730
-2,037
-0.4% -$35.3K 5.42% 4
2023
Q2 		$9.91M Sell
574,767
-17,901
-3% -$292K 5.45% 4
2023
Q1 		$9.45M Buy
592,668
+3,060
+0.5% +$47.8K 5.5% 4
2022
Q4 		$8.81M Buy
589,608
+6,555
+1% +$98.5K 5.41% 4
2022
Q3 		$8.16M Buy
583,053
+20,706
+4% +$322K 5.65% 4
2022
Q2 		$8.28M Buy
562,347
+61,683
+12% +$990K 5.47% 4
2022
Q1 		$8.91M Buy
500,664
+19,164
+4% +$336K 7.62% 3
2021
Q4 		$9.07M Buy
+481,500
New +$8.86M 7.42% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Weinberger Asset Management's SCHB Position: Q1 2026 in Review

Weinberger Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q1 2026, buying an estimated $165K and bringing the position to 488,077 shares worth $12.3M. The position accounts for 4.59% of the portfolio, ranked #6.

Weinberger Asset Management first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.3M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Weinberger Asset Management held 488,077 shares of Schwab US Broad Market ETF worth $12.3M as of Q1 2026.
  • Weinberger Asset Management bought 6,290 Schwab US Broad Market ETF shares in Q1 2026, an estimated $165K.
  • Schwab US Broad Market ETF made up 4.59% of Weinberger Asset Management's portfolio in Q1 2026, its #6 holding.
  • Weinberger Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Weinberger Asset Management's Schwab US Broad Market ETF position peaked at $13.3M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.