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

Wilkins Miller 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 Q2	$3.01M	Sell	104,089 -305	-0.3%	-$8.54K	1.66%	19
2026 Q1	$2.62M	Sell	104,394 -11,526	-10%	-$302K	1.59%	20
2025 Q4	$3.04M	Sell	115,920 -10,297	-8%	-$268K	1.81%	17
2025 Q3	$3.25M	Buy	126,217 +2,403	+2%	+$59.5K	2.01%	15
2025 Q2	$2.95M	Buy	123,814 +7,849	+7%	+$173K	2.01%	15
2025 Q1	$2.5M	Buy	115,965 +2,383	+2%	+$54.2K	1.88%	16
2024 Q4	$2.58M	Buy	+113,582	New	+$2.59M	2.7%	11

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 $104B AUM 28.3% 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

Wilkins Miller Wealth Management's SCHB Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.29% in Q2 2026, selling an estimated $8.54K and leaving 104,089 shares worth $3.01M. The position accounts for 1.66% of the portfolio, ranked #19.

Wilkins Miller Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Wilkins Miller Wealth Management held 104,089 shares of Schwab US Broad Market ETF worth $3.01M as of Q2 2026.
Wilkins Miller Wealth Management sold 305 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.54K.
Schwab US Broad Market ETF made up 1.66% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #19 holding.
Wilkins Miller Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Schwab US Broad Market ETF position peaked at $3.25M in Q3 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.