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American Money Management’s Schwab US Broad Market ETF SCHB Stock Holding History

American Money 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 		$487K Hold
16,800
– – 0.07% 105
2026
Q1 		$422K Hold
16,800
– – 0.07% 107
2025
Q4 		$441K Hold
16,800
– – 0.07% 104
2025
Q3 		$432K Sell
16,800
-150
-0.9% -$3.71K 0.07% 105
2025
Q2 		$404K Hold
16,950
– – 0.07% 105
2025
Q1 		$365K Hold
16,950
– – 0.07% 107
2024
Q4 		$385K Hold
16,950
– – 0.08% 107
2024
Q3 		$376K Hold
16,950
– – 0.08% 108
2024
Q2 		$355K Hold
16,950
– – 0.08% 110
2024
Q1 		$345K Hold
16,950
– – 0.07% 110
2023
Q4 		$315K Hold
16,950
– – 0.07% 112
2023
Q3 		$282K Hold
16,950
– – 0.07% 112
2023
Q2 		$292K Hold
16,950
– – 0.07% 114
2023
Q1 		$270K Sell
16,950
-1,308
-7% -$20.5K 0.07% 116
2022
Q4 		$273K Buy
18,258
+3
+0% +$45 0.08% 115
2022
Q3 		$256K Buy
18,255
+3
+0% +$47 0.08% 116
2022
Q2 		$269K Buy
18,252
+3
+0% +$48 0.08% 114
2022
Q1 		$325K Sell
18,249
-3
-0% -$53 0.09% 112
2021
Q4 		$344K Buy
18,252
+6
+0% +$110 0.09% 114
2021
Q3 		$316K Buy
+18,246
New +$325K 0.09% 117

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

American Money Management's SCHB Position: Q2 2026 in Review

American Money Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,800 shares worth $487K. The position accounts for 0.07% of the portfolio, ranked #105.

American Money Management first reported a position in SCHB in Q3 2021 and has held it in 20 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • American Money Management held 16,800 shares of Schwab US Broad Market ETF worth $487K as of Q2 2026.
  • American Money Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of American Money Management's portfolio in Q2 2026, its #105 holding.
  • American Money Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.