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

Appleton 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 		– Sell
-15,655
Closed -$393K – 280
2026
Q1 		$393K Sell
15,655
-388
-2% -$10.2K 0.03% 208
2025
Q4 		$421K Buy
16,043
+664
+4% +$17.3K 0.03% 202
2025
Q3 		$395K Sell
15,379
-170
-1% -$4.21K 0.03% 209
2025
Q2 		$371K Sell
15,549
-90
-0.6% -$1.98K 0.03% 208
2025
Q1 		$337K Sell
15,639
-212
-1% -$4.82K 0.03% 210
2024
Q4 		$360K Sell
15,851
-784
-5% -$17.9K 0.03% 204
2024
Q3 		$369K Sell
16,635
-1,353
-8% -$28.9K 0.03% 203
2024
Q2 		$377K Sell
17,988
-1,017
-5% -$20.6K 0.03% 197
2024
Q1 		$387K Sell
19,005
-1,686
-8% -$32.6K 0.03% 209
2023
Q4 		$384K Sell
20,691
-1,683
-8% -$29.1K 0.03% 214
2023
Q3 		$372K Sell
22,374
-4,365
-16% -$75.5K 0.03% 221
2023
Q2 		$461K Sell
26,739
-687
-3% -$11.2K 0.04% 204
2023
Q1 		$437K Hold
27,426
– – 0.04% 217
2022
Q4 		$410K Buy
+27,426
New +$412K 0.04% 221

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

Appleton Partners's SCHB Position: Q2 2026 in Review

Appleton Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 15,655 shares — an estimated $393K sold.

Appleton Partners first reported a position in SCHB in Q4 2022 and held it in 14 quarters. The position peaked at $461K in Q2 2023. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Appleton Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Appleton Partners sold 15,655 Schwab US Broad Market ETF shares in Q2 2026, an estimated $393K.
  • Appleton Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 14 quarters.
  • Appleton Partners's Schwab US Broad Market ETF position peaked at $461K in Q2 2023.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.