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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 $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

WT Wealth Management's SCHB Position: Q2 2026 in Review

WT Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $337K and leaving 1,161,589 shares worth $33.6M. The position accounts for 9.32% of the portfolio, ranked #1.

WT Wealth Management first reported a position in SCHB in Q3 2019 and has held it in 28 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • WT Wealth Management held 1,161,589 shares of Schwab US Broad Market ETF worth $33.6M as of Q2 2026.
  • WT Wealth Management sold 12,046 Schwab US Broad Market ETF shares in Q2 2026, an estimated $337K.
  • Schwab US Broad Market ETF made up 9.32% of WT Wealth Management's portfolio in Q2 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 28 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.