Western Pacific Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Western Pacific Wealth 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 Q2	$46.1K	Buy	1,593 +4	+0.3%	+$112	0.04%	127
2026 Q1	$39.9K	Buy	1,589 +5	+0.3%	+$131	0.04%	129
2025 Q4	$41.6K	Buy	1,584 +4	+0.3%	+$104	0.04%	117
2025 Q3	$40.6K	Buy	1,580 +5	+0.3%	+$124	0.04%	132
2025 Q2	$37.5K	Buy	1,575 +5	+0.3%	+$110	0.04%	146
2025 Q1	$33.8K	Buy	1,570 +4	+0.3%	+$91	0.03%	143
2024 Q4	$35.5K	Buy	1,566 +6	+0.4%	+$137	0.03%	149
2024 Q3	$34.6K	Buy	1,560 +9	+0.6%	+$192	0.02%	179
2024 Q2	$32.5K	Hold	1,551	–	–	0.02%	161
2024 Q1	$31.5K	Buy	1,551 +6	+0.4%	+$116	0.02%	164
2023 Q4	$28.7K	Buy	1,545 +6	+0.4%	+$104	0.02%	167
2023 Q3	$25.6K	Hold	1,539	–	–	0.02%	176
2023 Q2	$26.5K	Hold	1,539	–	–	0.02%	173
2023 Q1	$24.5K	Hold	1,539	–	–	0.02%	177
2022 Q4	$23K	Buy	+1,539	New	+$23.1K	0.02%	172

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Western Pacific Wealth Management's SCHB Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.25% in Q2 2026, buying an estimated $112 and bringing the position to 1,593 shares worth $46.1K. The position accounts for 0.04% of the portfolio, ranked #127.

Western Pacific Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Western Pacific Wealth Management held 1,593 shares of Schwab US Broad Market ETF worth $46.1K as of Q2 2026.
Western Pacific Wealth Management bought 4 Schwab US Broad Market ETF shares in Q2 2026, an estimated $112.
Schwab US Broad Market ETF made up 0.04% of Western Pacific Wealth Management's portfolio in Q2 2026, its #127 holding.
Western Pacific Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.