Wetzel Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wetzel Investment Advisors’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	$226K	Buy	+7,800	New	+$218K	0.08%	126
2026 Q1	–	Sell	-7,800	Closed	-$205K	–	134
2025 Q4	$205K	Hold	7,800	–	–	0.08%	132
2025 Q3	$201K	Buy	+7,800	New	+$193K	0.09%	129
2024 Q3	–	Sell	-7,800	Closed	-$159K	–	750
2024 Q2	$159K	Hold	7,800	–	–	0.09%	136
2024 Q1	$151K	Hold	7,800	–	–	0.09%	142
2023 Q4	$145K	Buy	+7,800	New	+$135K	0.09%	141

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Wetzel Investment Advisors's SCHB Position: Q2 2026 in Review

Wetzel Investment Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,800 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Wetzel Investment Advisors previously reported a position in SCHB as recently as Q4 2025.

Wetzel Investment Advisors first reported a position in SCHB in Q4 2023 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Wetzel Investment Advisors held 7,800 shares of Schwab US Broad Market ETF worth $226K as of Q2 2026.
Schwab US Broad Market ETF was a new Wetzel Investment Advisors position in Q2 2026.
Schwab US Broad Market ETF made up 0.08% of Wetzel Investment Advisors's portfolio in Q2 2026, its #126 holding.
Wetzel Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.