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

AE 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 		$1.53M Buy
52,739
+3,938
+8% +$110K 0.01% 755
2026
Q1 		$1.22M Buy
48,801
+13,165
+37% +$345K 0.01% 792
2025
Q4 		$935K Buy
35,636
+9,138
+34% +$238K 0.01% 818
2025
Q3 		$681K Buy
26,498
+1,049
+4% +$26K ﹤0.01% 861
2025
Q2 		$606K Sell
25,449
-7,876
-24% -$173K ﹤0.01% 858
2025
Q1 		$717K Buy
33,325
+5,551
+20% +$126K 0.01% 809
2024
Q4 		$630K Buy
27,774
+2,319
+9% +$53K 0.01% 833
2024
Q3 		$564K Sell
25,455
-13,311
-34% -$284K 0.01% 850
2024
Q2 		$812K Buy
38,766
+4,524
+13% +$91.7K 0.01% 756
2024
Q1 		$697K Sell
34,242
-497,616
-94% -$9.63M 0.01% 743
2023
Q4 		$10.1M Sell
531,858
-502,545
-49% -$8.68M 0.05% 390
2023
Q3 		$17.2M Sell
1,034,403
-359,964
-26% -$6.23M 0.1% 217
2023
Q2 		$24M Sell
1,394,367
-919,803
-40% -$15M 0.14% 162
2023
Q1 		$36.9M Sell
2,314,170
-169,104
-7% -$2.64M 0.24% 82
2022
Q4 		$37.1M Buy
2,483,274
+241,005
+11% +$3.62M 0.27% 73
2022
Q3 		$31.4M Buy
2,242,269
+283,947
+14% +$4.42M 0.25% 85
2022
Q2 		$28.8M Buy
1,958,322
+1,933,119
+7,670% +$31M 0.23% 99
2022
Q1 		$449K Buy
25,203
+2,763
+12% +$48.5K ﹤0.01% 1269
2021
Q4 		$423K Buy
22,440
+1,698
+8% +$31.2K ﹤0.01% 1320
2021
Q3 		$359K Buy
20,742
+666
+3% +$11.8K ﹤0.01% 1295
2021
Q2 		$349K Buy
20,076
+414
+2% +$7.01K ﹤0.01% 1281
2021
Q1 		$317K Sell
19,662
-186
-0.9% -$2.93K ﹤0.01% 1231
2020
Q4 		$301K Buy
19,848
+3,738
+23% +$53.2K ﹤0.01% 1147
2020
Q3 		$214K Buy
+16,110
New +$212K ﹤0.01% 1161
2020
Q1 		– Sell
-19,938
Closed -$255K – 1259
2019
Q4 		$255K Buy
+19,938
New +$245K 0.01% 971
2019
Q3 		– Sell
-34,902
Closed -$410K – 1059
2019
Q2 		$410K Sell
34,902
-35,598
-50% -$411K 0.01% 643
2019
Q1 		$800K Buy
70,500
+35,202
+100% +$384K 0.06% 245
2018
Q4 		$353K Buy
+35,298
New +$382K 0.06% 314

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 $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

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

AE Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 8.1% in Q2 2026, buying an estimated $110K and bringing the position to 52,739 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #755.

AE Wealth Management first reported a position in SCHB in Q4 2018 and has held it in 28 quarters since. The position peaked at $37.1M in Q4 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • AE Wealth Management held 52,739 shares of Schwab US Broad Market ETF worth $1.53M as of Q2 2026.
  • AE Wealth Management bought 3,938 Schwab US Broad Market ETF shares in Q2 2026, an estimated $110K.
  • Schwab US Broad Market ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #755 holding.
  • AE Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 28 quarters since.
  • AE Wealth Management's Schwab US Broad Market ETF position peaked at $37.1M in Q4 2022.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.