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Wilson & Boucher Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Wilson & Boucher Capital 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
Q1 		$6.53M Sell
260,175
-1,129
-0.4% -$29.6K 4.33% 3
2025
Q4 		$6.85M Buy
261,304
+1,400
+0.5% +$36.4K 4.5% 3
2025
Q3 		$6.68M Sell
259,904
-3,539
-1% -$87.6K 4.39% 3
2025
Q2 		$6.28M Buy
263,443
+4,635
+2% +$102K 4.38% 3
2025
Q1 		$5.57M Sell
258,808
-24,324
-9% -$553K 4.15% 3
2024
Q4 		$6.43M Buy
283,132
+850
+0.3% +$19.4K 4.55% 3
2024
Q3 		$6.26M Buy
282,282
+1,725
+0.6% +$36.8K 4.31% 4
2024
Q2 		$5.88M Buy
280,557
+14,145
+5% +$287K 4.51% 4
2024
Q1 		$5.42M Buy
266,412
+6,660
+3% +$129K 4.27% 4
2023
Q4 		$4.82M Buy
259,752
+3,300
+1% +$57K 4.06% 4
2023
Q3 		$4.26M Buy
256,452
+3,828
+2% +$66.3K 4.05% 4
2023
Q2 		$4.35M Sell
252,624
-147
-0.1% -$2.4K 3.92% 4
2023
Q1 		$4.03M Sell
252,771
-4,431
-2% -$69.3K 3.88% 4
2022
Q4 		$3.84M Buy
257,202
+7,245
+3% +$109K 3.94% 3
2022
Q3 		$3.5M Buy
249,957
+11,100
+5% +$173K 4.07% 3
2022
Q2 		$3.52M Sell
238,857
-3,600
-1% -$57.8K 3.86% 3
2022
Q1 		$4.32M Buy
242,457
+8,097
+3% +$142K 3.91% 3
2021
Q4 		$4.41M Buy
+234,360
New +$4.31M 3.98% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Wilson & Boucher Capital Management's SCHB Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.43% in Q1 2026, selling an estimated $29.6K and leaving 260,175 shares worth $6.53M. The position accounts for 4.33% of the portfolio, ranked #3.

Wilson & Boucher Capital Management first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.85M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Wilson & Boucher Capital Management held 260,175 shares of Schwab US Broad Market ETF worth $6.53M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 1,129 Schwab US Broad Market ETF shares in Q1 2026, an estimated $29.6K.
  • Schwab US Broad Market ETF made up 4.33% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #3 holding.
  • Wilson & Boucher Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Schwab US Broad Market ETF position peaked at $6.85M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.