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

Americana 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 		$301K Buy
+10,408
New +$291K 0.01% 485
2026
Q1 		– Sell
-12,003
Closed -$315K – 530
2025
Q4 		$315K Buy
12,003
+38
+0.3% +$989 0.01% 394
2025
Q3 		$308K Buy
11,965
+35
+0.3% +$866 0.01% 379
2025
Q2 		$284K Buy
11,930
+35
+0.3% +$771 0.01% 369
2025
Q1 		$256K Buy
11,895
+36
+0.3% +$819 0.01% 344
2024
Q4 		$269K Hold
11,859
– – 0.01% 351
2024
Q3 		$263K Buy
11,859
+75
+0.6% +$1.6K 0.02% 330
2024
Q2 		$247K Hold
11,784
– – 0.02% 311
2024
Q1 		$240K Buy
11,784
+36
+0.3% +$697 0.02% 317
2023
Q4 		$218K Buy
+11,748
New +$203K 0.02% 294
2023
Q3 		– Sell
-11,748
Closed -$202K – 321
2023
Q2 		$202K Buy
+11,748
New +$192K 0.03% 277

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

Americana Partners's SCHB Position: Q2 2026 in Review

Americana Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 10,408 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Americana Partners previously reported a position in SCHB as recently as Q4 2025.

Americana Partners first reported a position in SCHB in Q2 2023 and has held it in 11 quarters since. The position peaked at $315K in Q4 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Americana Partners held 10,408 shares of Schwab US Broad Market ETF worth $301K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Americana Partners position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #485 holding.
  • Americana Partners first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 11 quarters since.
  • Americana Partners's Schwab US Broad Market ETF position peaked at $315K in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.