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Armbruster Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Armbruster Capital 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 		$523K Buy
18,071
+100
+0.6% +$2.8K 0.08% 84
2026
Q1 		$451K Sell
17,971
-1,278
-7% -$33.5K 0.07% 94
2025
Q4 		$505K Sell
19,249
-1,532
-7% -$39.9K 0.08% 87
2025
Q3 		$534K Buy
20,781
+91
+0.4% +$2.25K 0.09% 84
2025
Q2 		$493K Sell
20,690
-3,902
-16% -$86K 0.09% 85
2025
Q1 		$529K Sell
24,592
-876
-3% -$19.9K 0.11% 79
2024
Q4 		$578K Sell
25,468
-188
-0.7% -$4.29K 0.12% 76
2024
Q3 		$569K Buy
25,656
+42
+0.2% +$897 0.11% 81
2024
Q2 		$537K Sell
25,614
-273
-1% -$5.53K 0.11% 76
2024
Q1 		$527K Buy
25,887
+633
+3% +$12.2K 0.11% 72
2023
Q4 		$469K Buy
25,254
+234
+0.9% +$4.04K 0.11% 73
2023
Q3 		$416K Buy
25,020
+153
+0.6% +$2.65K 0.11% 75
2023
Q2 		$429K Buy
24,867
+285
+1% +$4.65K 0.11% 76
2023
Q1 		$392K Sell
24,582
-3
-0% -$47 0.1% 79
2022
Q4 		$367K Sell
24,585
-5,997
-20% -$90.1K 0.1% 79
2022
Q3 		$428K Sell
30,582
-804
-3% -$12.5K 0.12% 71
2022
Q2 		$462K Buy
31,386
+213
+0.7% +$3.42K 0.12% 70
2022
Q1 		$555K Sell
31,173
-1,563
-5% -$27.4K 0.13% 67
2021
Q4 		$617K Sell
32,736
-480
-1% -$8.83K 0.14% 68
2021
Q3 		$575K Sell
33,216
-114
-0.3% -$2.03K 0.16% 48
2021
Q2 		$579K Buy
33,330
+2,970
+10% +$50.3K 0.16% 51
2021
Q1 		$489K Sell
30,360
-294
-1% -$4.63K 0.14% 51
2020
Q4 		$465K Sell
30,654
-1,530
-5% -$21.8K 0.16% 51
2020
Q3 		$427K Buy
32,184
+3,642
+13% +$47.9K 0.16% 49
2020
Q2 		$350K Sell
28,542
-4,254
-13% -$49K 0.14% 60
2020
Q1 		$330K Buy
32,796
+1,092
+3% +$13.2K 0.16% 56
2019
Q4 		$406K Sell
31,704
-6
-0% -$74 0.16% 53
2019
Q3 		$375K Buy
31,710
+318
+1% +$3.76K 0.16% 56
2019
Q2 		$369K Sell
31,392
-14,766
-32% -$171K 0.15% 55
2019
Q1 		$523K Sell
46,158
-4,428
-9% -$48.4K 0.23% 42
2018
Q4 		$505K Sell
50,586
-3,174
-6% -$34.3K 0.25% 40
2018
Q3 		$631K Sell
53,760
-48
-0.1% -$553 0.28% 37
2018
Q2 		$592K Buy
53,808
+30
+0.1% +$328 0.28% 36
2018
Q1 		$572K Buy
53,778
+2,790
+5% +$30.7K 0.27% 36
2017
Q4 		$548K Sell
50,988
-246
-0.5% -$2.58K 0.25% 38
2017
Q3 		$520K Buy
51,234
+3,774
+8% +$37.5K 0.27% 37
2017
Q2 		$462K Sell
47,460
-102
-0.2% -$985 0.25% 37
2017
Q1 		$452K Sell
47,562
-390
-0.8% -$3.66K 0.25% 36
2016
Q4 		$433K Sell
47,952
-2,034
-4% -$17.9K 0.25% 37
2016
Q3 		$436K Buy
49,986
+2,130
+4% +$18.5K 0.27% 40
2016
Q2 		$401K Buy
47,856
+108
+0.2% +$896 0.26% 39
2016
Q1 		$392K Sell
47,748
-204
-0.4% -$1.58K 0.27% 39
2015
Q4 		$392K Buy
+47,952
New +$395K 0.35% 39

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 $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

Armbruster Capital Management's SCHB Position: Q2 2026 in Review

Armbruster Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.56% in Q2 2026, buying an estimated $2.8K and bringing the position to 18,071 shares worth $523K. The position accounts for 0.08% of the portfolio, ranked #84.

Armbruster Capital Management first reported a position in SCHB in Q4 2015 and has held it in 43 quarters since. The position peaked at $631K in Q3 2018. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Armbruster Capital Management held 18,071 shares of Schwab US Broad Market ETF worth $523K as of Q2 2026.
  • Armbruster Capital Management bought 100 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.8K.
  • Schwab US Broad Market ETF made up 0.08% of Armbruster Capital Management's portfolio in Q2 2026, its #84 holding.
  • Armbruster Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's Schwab US Broad Market ETF position peaked at $631K in Q3 2018.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.