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Williams Jones Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Williams Jones 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 		$828K Sell
28,600
-6,420
-18% -$180K 0.01% 296
2026
Q1 		$879K Buy
+35,020
New +$919K 0.01% 275

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HCM
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Williams Jones Wealth Management's SCHB Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 18% in Q2 2026, selling an estimated $180K and leaving 28,600 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #296.

Williams Jones Wealth Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $879K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Williams Jones Wealth Management held 28,600 shares of Schwab US Broad Market ETF worth $828K as of Q2 2026.
  • Williams Jones Wealth Management sold 6,420 Schwab US Broad Market ETF shares in Q2 2026, an estimated $180K.
  • Schwab US Broad Market ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Williams Jones Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Williams Jones Wealth Management's Schwab US Broad Market ETF position peaked at $879K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.