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 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Whitaker-Myers Wealth Managers's SCHB Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $21.3K and leaving 45,239 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #66.

Whitaker-Myers Wealth Managers first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Whitaker-Myers Wealth Managers held 45,239 shares of Schwab US Broad Market ETF worth $1.31M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 760 Schwab US Broad Market ETF shares in Q2 2026, an estimated $21.3K.
Schwab US Broad Market ETF made up 0.22% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #66 holding.
Whitaker-Myers Wealth Managers first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.