Ameriprise
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Ameriprise’s Schwab US Broad Market ETF SCHB Stock Holding History

Ameriprise’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
Q1 		$14.3M Sell
570,329
-395
-0.1% -$10.4K ﹤0.01% 1647
2025
Q4 		$15M Buy
570,724
+31,273
+6% +$814K ﹤0.01% 1623
2025
Q3 		$13.9M Buy
539,451
+82,151
+18% +$2.03M ﹤0.01% 1662
2025
Q2 		$10.9M Buy
457,300
+19,939
+5% +$439K ﹤0.01% 1751
2025
Q1 		$9.39M Sell
437,361
-6,612
-1% -$150K ﹤0.01% 1811
2024
Q4 		$10.1M Buy
443,973
+30,576
+7% +$698K ﹤0.01% 1796
2024
Q3 		$9.16M Buy
413,397
+993
+0.2% +$21.2K ﹤0.01% 1868
2024
Q2 		$8.64M Sell
412,404
-5,502
-1% -$111K ﹤0.01% 1874
2024
Q1 		$8.5M Sell
417,906
-50,142
-11% -$970K ﹤0.01% 1931
2023
Q4 		$9.02M Buy
468,048
+28,695
+7% +$496K ﹤0.01% 1874
2023
Q3 		$7.3M Sell
439,353
-36,072
-8% -$624K ﹤0.01% 1973
2023
Q2 		$8.19M Buy
475,425
+32,937
+7% +$537K ﹤0.01% 1950
2023
Q1 		$7.05M Buy
442,488
+22,719
+5% +$355K ﹤0.01% 2060
2022
Q4 		$6.79M Sell
419,769
-46,698
-10% -$702K ﹤0.01% 2076
2022
Q3 		$6.53M Buy
466,467
+31,896
+7% +$496K ﹤0.01% 2029
2022
Q2 		$6.43M Buy
434,571
+276,774
+175% +$4.44M ﹤0.01% 2084
2022
Q1 		$2.81M Sell
157,797
-7,155
-4% -$126K ﹤0.01% 2763
2021
Q4 		$3.16M Buy
164,952
+7,752
+5% +$143K ﹤0.01% 2762
2021
Q3 		$2.72M Buy
157,200
+8,430
+6% +$150K ﹤0.01% 2744
2021
Q2 		$2.59M Buy
148,770
+38,250
+35% +$647K ﹤0.01% 2817
2021
Q1 		$1.78M Buy
110,520
+11,298
+11% +$178K ﹤0.01% 2898
2020
Q4 		$1.5M Sell
99,222
-8,184
-8% -$117K ﹤0.01% 2912
2020
Q3 		$1.43M Sell
107,406
-173,604
-62% -$2.28M ﹤0.01% 2828
2020
Q2 		$3.44M Sell
281,010
-44,244
-14% -$510K ﹤0.01% 2314
2020
Q1 		$3.28M Buy
325,254
+82,674
+34% +$1M ﹤0.01% 2196
2019
Q4 		$3.11M Buy
242,580
+3,864
+2% +$47.4K ﹤0.01% 2498
2019
Q3 		$2.8M Buy
238,716
+32,682
+16% +$386K ﹤0.01% 2524
2019
Q2 		$2.43M Sell
206,034
-5,526
-3% -$63.8K ﹤0.01% 2629
2019
Q1 		$2.4M Buy
211,560
+65,634
+45% +$717K ﹤0.01% 2655
2018
Q4 		$1.46M Buy
145,926
+28,230
+24% +$305K ﹤0.01% 2780
2018
Q3 		$86M Buy
117,696
+26,232
+29% +$302K 0.03% 518
2018
Q2 		$1.01M Buy
91,464
+6,522
+8% +$71.3K ﹤0.01% 3019
2018
Q1 		$903K Sell
84,942
-11,226
-12% -$123K ﹤0.01% 3016
2017
Q4 		$1.03M Sell
96,168
-31,866
-25% -$334K ﹤0.01% 2962
2017
Q3 		$1.3M Sell
128,034
-3,888
-3% -$38.6K ﹤0.01% 2846
2017
Q2 		$1.28M Buy
131,922
+16,488
+14% +$159K ﹤0.01% 2819
2017
Q1 		$1.1M Sell
115,434
-2,988
-3% -$28K ﹤0.01% 2847
2016
Q4 		$1.07M Sell
118,422
-3,522
-3% -$31K ﹤0.01% 2946
2016
Q3 		$1.06M Sell
121,944
-15,222
-11% -$132K ﹤0.01% 2887
2016
Q2 		$1.15M Sell
137,166
-106,272
-44% -$882K ﹤0.01% 2817
2016
Q1 		$2M Buy
243,438
+56,874
+30% +$442K ﹤0.01% 2506
2015
Q4 		$1.52M Sell
186,564
-212,112
-53% -$1.75M ﹤0.01% 2745
2015
Q3 		$3.08M Sell
398,676
-738
-0.2% -$6.06K ﹤0.01% 2342
2015
Q2 		$3.34M Buy
399,414
+139,302
+54% +$1.19M ﹤0.01% 2411
2015
Q1 		$2.2M Sell
260,112
-5,964
-2% -$49.9K ﹤0.01% 2550
2014
Q4 		$2.21M Buy
266,076
+238,776
+875% +$1.93M ﹤0.01% 2518
2014
Q3 		$216K Sell
27,300
-384
-1% -$3.07K ﹤0.01% 3369
2014
Q2 		$220K Buy
+27,684
New +$213K ﹤0.01% 3277
2013
Q4 		– Sell
-162
Closed -$1K – 5389
2013
Q3 		$1K Buy
+162
New +$1.1K ﹤0.01% 5506

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $481B AUM 26.39% 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

Ameriprise's SCHB Position: Q1 2026 in Review

Ameriprise reduced its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q1 2026, selling an estimated $10.4K and leaving 570,329 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Ameriprise first reported a position in SCHB in Q3 2013 and has held it in 49 quarters since. The position peaked at $86M in Q3 2018. 1,312 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Ameriprise held 570,329 shares of Schwab US Broad Market ETF worth $14.3M as of Q1 2026.
  • Ameriprise sold 395 Schwab US Broad Market ETF shares in Q1 2026, an estimated $10.4K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1647 holding.
  • Ameriprise first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 49 quarters since.
  • Ameriprise's Schwab US Broad Market ETF position peaked at $86M in Q3 2018.
  • 1,312 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.