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

Wick Capital 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 		$271K Hold
9,354
– – 0.04% 174
2026
Q1 		$235K Hold
9,354
– – 0.04% 198
2025
Q4 		$245K Hold
9,354
– – 0.04% 173
2025
Q3 		$240K Sell
9,354
-4,057
-30% -$100K 0.06% 109
2025
Q2 		$223K Buy
13,411
+4,057
+43% +$89.4K 0.06% 103
2025
Q1 		$201K Sell
9,354
-114
-1% -$2.59K 0.06% 101
2024
Q4 		$215K Buy
9,468
+114
+1% +$2.6K 0.06% 90
2024
Q3 		$207K Buy
+9,354
New +$200K 0.07% 78

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
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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
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wick Capital Partners's SCHB Position: Q2 2026 in Review

Wick Capital Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,354 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #174.

Wick Capital Partners first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wick Capital Partners held 9,354 shares of Schwab US Broad Market ETF worth $271K as of Q2 2026.
  • Wick Capital Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.04% of Wick Capital Partners's portfolio in Q2 2026, its #174 holding.
  • Wick Capital Partners first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.