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Almanack Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Almanack Investment Partners’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 		$221K Sell
7,644
-4,267
-36% -$119K 0.03% 281
2026
Q1 		$299K Sell
11,911
-837
-7% -$22K 0.05% 132
2025
Q4 		$334K Sell
12,748
-11,435
-47% -$298K 0.06% 125
2025
Q3 		$622K Sell
24,183
-76,410
-76% -$1.89M 0.1% 98
2025
Q2 		$2.4M Sell
100,593
-244,938
-71% -$5.4M 0.38% 35
2025
Q1 		$7.44M Sell
345,531
-228,917
-40% -$5.21M 1.47% 15
2024
Q4 		$13M Sell
574,448
-99,550
-15% -$2.27M 2.01% 11
2024
Q3 		$14.9M Sell
673,998
-29,865
-4% -$638K 2.35% 10
2024
Q2 		$14.8M Sell
703,863
-8,412
-1% -$170K 2.49% 9
2024
Q1 		$14.5M Buy
712,275
+191,535
+37% +$3.71M 2.47% 9
2023
Q4 		$9.66M Buy
520,740
+306,312
+143% +$5.29M 1.79% 12
2023
Q3 		$3.56M Sell
214,428
-106,695
-33% -$1.85M 0.69% 23
2023
Q2 		$5.53M Sell
321,123
-54,405
-14% -$887K 0.97% 17
2023
Q1 		$5.99M Sell
375,528
-13,662
-4% -$214K 1.18% 15
2022
Q4 		$5.81M Buy
+389,190
New +$5.85M 1.24% 16
2022
Q3 		– Sell
-2,754,981
Closed -$40.6M – 899
2022
Q2 		$40.6M Sell
2,754,981
-350,865
-11% -$5.63M 4.05% 4
2022
Q1 		$55.3M Sell
3,105,846
-303,144
-9% -$5.32M 4.8% 3
2021
Q4 		$64.2M Buy
3,408,990
+79,092
+2% +$1.46M 5.2% 3
2021
Q3 		$57.6M Buy
3,329,898
+675,414
+25% +$12M 5.08% 3
2021
Q2 		$46.1M Buy
2,654,484
+226,848
+9% +$3.84M 4.41% 2
2021
Q1 		$39.1M Buy
2,427,636
+223,824
+10% +$3.53M 3.98% 3
2020
Q4 		$33.4M Buy
2,203,812
+27,996
+1% +$399K 3.82% 4
2020
Q3 		$30.7M Buy
2,175,816
+128,244
+6% +$1.69M 3.78% 5
2020
Q2 		$25.1M Buy
2,047,572
+209,874
+11% +$2.42M 4.47% 5
2020
Q1 		$18.5M Buy
1,837,698
+54,024
+3% +$654K 3.98% 7
2019
Q4 		$22.9M Buy
1,783,674
+212,682
+14% +$2.61M 4.36% 4
2019
Q3 		$18.6M Buy
1,570,992
+368,862
+31% +$4.36M 3.61% 7
2019
Q2 		$14.2M Sell
1,202,130
-9,846
-0.8% -$114K 3.28% 7
2019
Q1 		$13.7M Sell
1,211,976
-11,856
-1% -$129K 3.89% 8
2018
Q4 		$12.2M Sell
1,223,832
-875,934
-42% -$9.47M 3.61% 8
2018
Q3 		$23.7M Buy
2,099,766
+432,864
+26% +$4.99M 6.25% 1
2018
Q2 		$18.3M Buy
1,666,902
+244,308
+17% +$2.67M 8.25% 1
2018
Q1 		$15.1M Buy
1,422,594
+206,310
+17% +$2.27M 5.8% 3
2017
Q4 		$13.2M Buy
1,216,284
+191,544
+19% +$2.01M 5.21% 4
2017
Q3 		$10.4M Buy
1,024,740
+868,272
+555% +$8.62M 5.05% 6
2017
Q2 		$1.52M Buy
156,468
+103,464
+195% +$999K 0.85% 38
2017
Q1 		$504K Buy
+53,004
New +$497K 0.38% 46

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

Almanack Investment Partners's SCHB Position: Q2 2026 in Review

Almanack Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 36% in Q2 2026, selling an estimated $119K and leaving 7,644 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #281.

Almanack Investment Partners first reported a position in SCHB in Q1 2017 and has held it in 37 quarters since. The position peaked at $64.2M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Almanack Investment Partners held 7,644 shares of Schwab US Broad Market ETF worth $221K as of Q2 2026.
  • Almanack Investment Partners sold 4,267 Schwab US Broad Market ETF shares in Q2 2026, an estimated $119K.
  • Schwab US Broad Market ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #281 holding.
  • Almanack Investment Partners first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 37 quarters since.
  • Almanack Investment Partners's Schwab US Broad Market ETF position peaked at $64.2M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.