Winch Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Winch Advisory Services’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	$5.1K	Buy	161 +5	+3%	+$140	﹤0.01%	395
2026 Q1	$4.78K	Buy	156 +9	+6%	+$236	﹤0.01%	368
2025 Q4	$4.04K	Buy	147 +63	+75%	+$1.64K	﹤0.01%	377
2025 Q3	$2.17K	Hold	84	–	–	﹤0.01%	417
2025 Q2	$2.01K	Buy	+84	New	+$1.85K	﹤0.01%	410

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

Winch Advisory Services's SCHB Position: Q2 2026 in Review

Winch Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, buying an estimated $140 and bringing the position to 161 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Winch Advisory Services first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Winch Advisory Services held 161 shares of Schwab US Broad Market ETF worth $5.1K as of Q2 2026.
Winch Advisory Services bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
Schwab US Broad Market ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #395 holding.
Winch Advisory Services first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.