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Westmount Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Westmount Partners’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 		$1.03M Sell
35,593
-933
-3% -$26.1K 0.23% 90
2026
Q1 		$917K Buy
36,526
+3,692
+11% +$96.9K 0.23% 92
2025
Q4 		$861K Buy
32,834
+32
+0.1% +$833 0.21% 88
2025
Q3 		$846K Sell
32,802
-513
-2% -$12.7K 0.22% 88
2025
Q2 		$794K Sell
33,315
-756
-2% -$16.7K 0.22% 88
2025
Q1 		$734K Buy
34,071
+96
+0.3% +$2.18K 0.22% 94
2024
Q4 		$771K Buy
33,975
+78
+0.2% +$1.78K 0.23% 84
2024
Q3 		$752K Buy
33,897
+117
+0.3% +$2.5K 0.23% 89
2024
Q2 		$709K Buy
33,780
+375
+1% +$7.6K 0.23% 88
2024
Q1 		$680K Buy
33,405
+1,536
+5% +$29.7K 0.24% 89
2023
Q4 		$591K Buy
31,869
+1,299
+4% +$22.4K 0.24% 90
2023
Q3 		$508K Buy
30,570
+336
+1% +$5.82K 0.22% 103
2023
Q2 		$521K Buy
30,234
+822
+3% +$13.4K 0.23% 98
2023
Q1 		$469K Buy
29,412
+75
+0.3% +$1.17K 0.22% 107
2022
Q4 		$438K Buy
+29,337
New +$441K 0.23% 101

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

Westmount Partners's SCHB Position: Q2 2026 in Review

Westmount Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q2 2026, selling an estimated $26.1K and leaving 35,593 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #90.

Westmount Partners first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Westmount Partners held 35,593 shares of Schwab US Broad Market ETF worth $1.03M as of Q2 2026.
  • Westmount Partners sold 933 Schwab US Broad Market ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab US Broad Market ETF made up 0.23% of Westmount Partners's portfolio in Q2 2026, its #90 holding.
  • Westmount Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.