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

Westwood 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 		– Sell
-46,656
Closed -$1.22M – 100
2025
Q4 		$1.22M Buy
+46,656
New +$1.21M 0.92% 34

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Westwood Wealth Management's SCHB Position: Q1 2026 in Review

Westwood Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 46,656 shares — an estimated $1.22M sold.

Westwood Wealth Management first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $1.22M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Westwood Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 46,656 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.22M.
  • Westwood Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Schwab US Broad Market ETF position peaked at $1.22M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.