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

Wolfstich Capital’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 		– Sell
-32,427
Closed -$889K – 48
2025
Q4 		$889K Buy
+32,427
New +$844K 0.82% 13

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Betterment LLC
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R
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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 $104B AUM 28.3% 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

Wolfstich Capital's SCHB Position: Q1 2026 in Review

Wolfstich Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 32,427 shares — an estimated $889K sold.

Wolfstich Capital first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $889K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Wolfstich Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Wolfstich Capital sold 32,427 Schwab US Broad Market ETF shares in Q1 2026, an estimated $889K.
  • Wolfstich Capital first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Wolfstich Capital's Schwab US Broad Market ETF position peaked at $889K in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Wolfstich Capital's 13F filing for Q1 2026, filed 21 Apr 2026.