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

Aberdeen 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 		$34.1K Sell
1,176
-645
-35% -$18.1K 0.02% 251
2026
Q1 		$45.7K Buy
1,821
+35
+2% +$918 0.02% 160
2025
Q4 		$46.9K Buy
1,786
+9
+0.5% +$234 0.02% 159
2025
Q3 		$45.7K Buy
1,777
+2
+0.1% +$50 0.03% 149
2025
Q2 		$42.3K Buy
1,775
+2
+0.1% +$44 0.03% 149
2025
Q1 		$38.2K Buy
1,773
+140
+9% +$3.19K 0.03% 148
2024
Q4 		$37.1K Buy
1,633
+1
+0.1% +$23 0.03% 149
2024
Q3 		$36.2K Buy
1,632
+582
+55% +$12.4K 0.02% 154
2024
Q2 		$22K Hold
1,050
– – 0.01% 158
2024
Q1 		$21.4K Hold
1,050
– – 0.01% 163
2023
Q4 		$19.5K Hold
1,050
– – 0.01% 152
2023
Q3 		$17.4K Hold
1,050
– – 0.01% 151
2023
Q2 		$18.1K Hold
1,050
– – 0.01% 150
2023
Q1 		$16.7K Hold
1,050
– – 0.01% 156
2022
Q4 		$15.7K Hold
1,050
– – 0.01% 156
2022
Q3 		$15K Hold
1,050
– – 0.01% 150
2022
Q2 		$15K Hold
1,050
– – 0.01% 154
2022
Q1 		$19K Hold
1,050
– – 0.01% 158
2021
Q4 		$20K Buy
+1,050
New +$19.3K 0.01% 151
2021
Q2 		– Sell
-1,050
Closed -$17K – 147
2021
Q1 		$17K Hold
1,050
– – 0.01% 139
2020
Q4 		$16K Buy
+1,050
New +$15K 0.01% 145

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

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

Aberdeen Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 35% in Q2 2026, selling an estimated $18.1K and leaving 1,176 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #251.

Aberdeen Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 21 quarters since. The position peaked at $46.9K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aberdeen Wealth Management held 1,176 shares of Schwab US Broad Market ETF worth $34.1K as of Q2 2026.
  • Aberdeen Wealth Management sold 645 Schwab US Broad Market ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab US Broad Market ETF made up 0.02% of Aberdeen Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Aberdeen Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Aberdeen Wealth Management's Schwab US Broad Market ETF position peaked at $46.9K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.