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WLTH Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

WLTH 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
Q2 		$1.05M Sell
36,339
-5,412
-13% -$152K 0.67% 23
2026
Q1 		$1.05M Sell
41,751
-266
-0.6% -$6.98K 0.82% 21
2025
Q4 		$1.11M Buy
+42,017
New +$1.09M 0.86% 21

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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

WLTH Capital Management's SCHB Position: Q2 2026 in Review

WLTH Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $152K and leaving 36,339 shares worth $1.05M. The position accounts for 0.67% of the portfolio, ranked #23.

WLTH Capital Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 1,385 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WLTH Capital Management held 36,339 shares of Schwab US Broad Market ETF worth $1.05M as of Q2 2026.
  • WLTH Capital Management sold 5,412 Schwab US Broad Market ETF shares in Q2 2026, an estimated $152K.
  • Schwab US Broad Market ETF made up 0.67% of WLTH Capital Management's portfolio in Q2 2026, its #23 holding.
  • WLTH Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • WLTH Capital Management's Schwab US Broad Market ETF position peaked at $1.11M in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.