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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
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

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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 $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

Western Pacific Wealth Management's SCHB Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.32% in Q1 2026, buying an estimated $131 and bringing the position to 1,589 shares worth $39.9K. The position accounts for 0.04% of the portfolio, ranked #129.

Western Pacific Wealth Management first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.6K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Western Pacific Wealth Management held 1,589 shares of Schwab US Broad Market ETF worth $39.9K as of Q1 2026.
  • Western Pacific Wealth Management bought 5 Schwab US Broad Market ETF shares in Q1 2026, an estimated $131.
  • Schwab US Broad Market ETF made up 0.04% of Western Pacific Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Western Pacific Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Western Pacific Wealth Management's Schwab US Broad Market ETF position peaked at $41.6K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.