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

Western 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 		$2.46M Sell
85,075
-18,823
-18% -$527K 0.08% 262
2026
Q1 		$2.61M Buy
103,898
+40,608
+64% +$1.07M 0.1% 226
2025
Q4 		$1.66M Sell
63,290
-763
-1% -$19.9K 0.08% 253
2025
Q3 		$1.65M Sell
64,053
-1,105
-2% -$27.4K 0.09% 218
2025
Q2 		$1.55M Buy
65,158
+100
+0.2% +$2.2K 0.09% 206
2025
Q1 		$1.4M Sell
65,058
-36,818
-36% -$838K 0.09% 204
2024
Q4 		$2.31M Sell
101,876
-6,943
-6% -$159K 0.12% 173
2024
Q3 		$2.41M Buy
108,819
+36,447
+50% +$778K 0.14% 152
2024
Q2 		$1.52M Sell
72,372
-11,157
-13% -$226K 0.11% 162
2024
Q1 		$1.7M Sell
83,529
-35,571
-30% -$688K 0.13% 153
2023
Q4 		$2.21M Buy
119,100
+2,679
+2% +$46.3K 0.16% 139
2023
Q3 		$1.93M Buy
116,421
+18,159
+18% +$314K 0.16% 135
2023
Q2 		$1.69M Buy
98,262
+828
+0.8% +$13.5K 0.14% 155
2023
Q1 		$1.55M Buy
97,434
+30
+0% +$469 0.14% 162
2022
Q4 		$1.45M Sell
97,404
-77,460
-44% -$1.16M 0.15% 168
2022
Q3 		$2.48M Buy
174,864
+621
+0.4% +$9.66K 0.14% 159
2022
Q2 		$2.58M Sell
174,243
-4,455
-2% -$71.5K 0.15% 152
2022
Q1 		$3.18M Buy
178,698
+93,288
+109% +$1.64M 0.15% 141
2021
Q4 		$1.61M Buy
+85,410
New +$1.57M 0.16% 140
2021
Q2 		$1.71M Buy
98,232
+7,218
+8% +$122K 0.18% 133
2021
Q1 		$1.47M Buy
91,014
+1,632
+2% +$25.7K 0.2% 121
2020
Q4 		$1.35M Sell
89,382
-3,312
-4% -$47.2K 0.2% 121
2020
Q3 		$1.23M Sell
92,694
-3,810
-4% -$50.1K 0.2% 119
2020
Q2 		$1.18M Sell
96,504
-1,188
-1% -$13.7K 0.21% 115
2020
Q1 		$982K Buy
97,692
+5,352
+6% +$64.8K 0.23% 105
2019
Q4 		$1.18M Buy
92,340
+6,006
+7% +$73.7K 0.18% 127
2019
Q3 		$1.02M Sell
86,334
-5,184
-6% -$61.3K 0.21% 115
2019
Q2 		$1.08M Hold
91,518
– – 0.14% 124
2019
Q1 		$1.04M Hold
91,518
– – 0.23% 106
2018
Q4 		$913K Buy
+91,518
New +$990K 0.25% 99

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

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

Western Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, selling an estimated $527K and leaving 85,075 shares worth $2.46M. The position accounts for 0.08% of the portfolio, ranked #262.

Western Wealth Management first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.18M in Q1 2022. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Western Wealth Management held 85,075 shares of Schwab US Broad Market ETF worth $2.46M as of Q2 2026.
  • Western Wealth Management sold 18,823 Schwab US Broad Market ETF shares in Q2 2026, an estimated $527K.
  • Schwab US Broad Market ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Western Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Schwab US Broad Market ETF position peaked at $3.18M in Q1 2022.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.