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

WT 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
Q3 		$33.2M Sell
1,133,417
-28,172
-2% -$827K 9.3% 1
2026
Q2 		$33.6M Sell
1,161,589
-12,046
-1% -$337K 9.32% 1
2026
Q1 		$29.5M Sell
1,173,635
-19,633
-2% -$515K 8.76% 1
2025
Q4 		$31.3M Sell
1,193,268
-28,033
-2% -$730K 9% 1
2025
Q3 		$31.4M Sell
1,221,301
-62,768
-5% -$1.55M 9.04% 1
2025
Q2 		$30.6M Buy
1,284,069
+3,857
+0.3% +$85K 9.06% 1
2025
Q1 		$27.6M Buy
1,280,212
+11,531
+0.9% +$262K 8.95% 1
2024
Q4 		$28.8M Sell
1,268,681
-2,438,254
-66% -$55.7M 9.04% 1
2024
Q3 		$28M Buy
3,706,935
+2,452,167
+195% +$52.4M 8.93% 1
2024
Q2 		$26.4M Sell
1,254,768
-18,396
-1% -$373K 8.99% 1
2024
Q1 		$25.9M Buy
1,273,164
+19,485
+2% +$377K 9.25% 1
2023
Q4 		$23.3M Buy
1,253,679
+1,140
+0.1% +$19.7K 9.19% 1
2023
Q3 		$20.8M Buy
1,252,539
+223,083
+22% +$3.86M 8.92% 1
2023
Q2 		$17.7M Buy
1,029,456
+268,665
+35% +$4.38M 7.36% 1
2023
Q1 		$12.1M Sell
760,791
-27,003
-3% -$422K 5.24% 2
2022
Q4 		$11.8M Sell
787,794
-258,648
-25% -$3.89M 5.72% 2
2022
Q3 		$14.6M Sell
1,046,442
-234,687
-18% -$3.65M 7.37% 2
2022
Q2 		$18.9M Sell
1,281,129
-238,677
-16% -$3.83M 9.32% 1
2022
Q1 		$27M Buy
1,519,806
+82,416
+6% +$1.45M 10.39% 1
2021
Q4 		$27.1M Sell
1,437,390
-17,994
-1% -$331K 9.94% 1
2021
Q3 		$25.2M Buy
1,455,384
+83,544
+6% +$1.49M 9.71% 1
2021
Q2 		$23.8M Buy
1,371,840
+21,180
+2% +$358K 9.66% 1
2021
Q1 		$21.8M Buy
1,350,660
+32,118
+2% +$506K 10.06% 1
2020
Q4 		$20M Sell
1,318,542
-27,642
-2% -$394K 10.9% 1
2020
Q3 		$17.9M Sell
1,346,184
-487,644
-27% -$6.41M 11.83% 1
2020
Q2 		$22.5M Sell
1,833,828
-118,566
-6% -$1.37M 18.09% 1
2020
Q1 		$19.7M Sell
1,952,394
-55,236
-3% -$668K 20.72% 1
2019
Q4 		$25.7M Buy
2,007,630
+218,646
+12% +$2.68M 19.55% 1
2019
Q3 		$21.2M Buy
+1,788,984
New +$21.1M 18.39% 1

Other funds holding SCHB

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

WT Wealth Management's SCHB Position: Q3 2026 in Review

WT Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q3 2026, selling an estimated $827K and leaving 1,133,417 shares worth $33.2M. The position accounts for 9.3% of the portfolio, ranked #1.

WT Wealth Management first reported a position in SCHB in Q3 2019 and has held it in 29 quarters since. The position peaked at $33.6M in Q2 2026. 168 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • WT Wealth Management held 1,133,417 shares of Schwab US Broad Market ETF worth $33.2M as of Q3 2026.
  • WT Wealth Management sold 28,172 Schwab US Broad Market ETF shares in Q3 2026, an estimated $827K.
  • Schwab US Broad Market ETF made up 9.3% of WT Wealth Management's portfolio in Q3 2026, its #1 holding.
  • WT Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 29 quarters since.
  • WT Wealth Management's Schwab US Broad Market ETF position peaked at $33.6M in Q2 2026.
  • 168 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.