WMWM
SCHB icon

Whitaker-Myers Wealth Managers’s Schwab US Broad Market ETF SCHB Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$1.23M Sell
41,914
-3,325
-7% -$97.6K 0.2% 63
2026
Q2 		$1.31M Sell
45,239
-760
-2% -$21.3K 0.22% 66
2026
Q1 		$1.15M Sell
45,999
-1,357
-3% -$35.6K 0.23% 68
2025
Q4 		$1.24M Buy
47,356
+103
+0.2% +$2.68K 0.26% 69
2025
Q3 		$1.21M Sell
47,253
-58
-0.1% -$1.44K 0.26% 46
2025
Q2 		$1.13M Sell
47,311
-505
-1% -$11.1K 0.28% 41
2025
Q1 		$1.03M Buy
47,816
+410
+0.9% +$9.33K 0.29% 42
2024
Q4 		$1.08M Sell
47,406
-318
-0.7% -$7.26K 0.31% 38
2024
Q3 		$1.06M Buy
47,724
+225
+0.5% +$4.8K 0.35% 42
2024
Q2 		$995K Hold
47,499
– – 0.37% 40
2024
Q1 		$967K Buy
47,499
+147
+0.3% +$2.85K 0.41% 42
2023
Q4 		$879K Sell
47,352
-738
-2% -$12.7K 0.44% 38
2023
Q3 		$799K Buy
48,090
+183
+0.4% +$3.17K 0.5% 36
2023
Q2 		$826K Buy
47,907
+102
+0.2% +$1.66K 0.55% 36
2023
Q1 		$762K Sell
47,805
-1,314
-3% -$20.5K 0.59% 37
2022
Q4 		$734K Buy
+49,119
New +$738K 0.7% 34

Other funds holding SCHB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SCHB Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Schwab US Broad Market ETF (SCHB) stake by 7.3% in Q3 2026, selling an estimated $97.6K and leaving 41,914 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #63.

Whitaker-Myers Wealth Managers first reported a position in SCHB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 41,914 shares of Schwab US Broad Market ETF worth $1.23M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 3,325 Schwab US Broad Market ETF shares in Q3 2026, an estimated $97.6K.
  • Schwab US Broad Market ETF made up 0.2% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #63 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Schwab US Broad Market ETF position peaked at $1.31M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.