Badgley Phelps Wealth Managers’s Schwab US Broad Market ETF SCHB Stock Holding History

Badgley Phelps Wealth Managers’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	$295K	Sell	10,176 -677	-6%	-$19K	0.01%	290
2026 Q1	$272K	Sell	10,853 -500	-4%	-$13.1K	0.01%	291
2025 Q4	$298K	Sell	11,353 -440	-4%	-$11.5K	0.01%	284
2025 Q3	$303K	Sell	11,793 -547	-4%	-$13.5K	0.01%	263
2025 Q2	$294K	Sell	12,340 -5	-0%	-$110	0.01%	260
2025 Q1	$266K	Buy	12,345 +311	+3%	+$7.08K	0.01%	269
2024 Q4	$273K	Buy	12,034 +1,999	+20%	+$45.7K	0.01%	265
2024 Q3	$223K	Hold	10,035	–	–	0.01%	279
2024 Q2	$211K	Buy	10,035 +6	+0.1%	+$122	0.01%	248
2024 Q1	$204K	Buy	+10,029	New	+$194K	0.01%	242

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Badgley Phelps Wealth Managers's SCHB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab US Broad Market ETF (SCHB) stake by 6.2% in Q2 2026, selling an estimated $19K and leaving 10,176 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #290.

Badgley Phelps Wealth Managers first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Badgley Phelps Wealth Managers held 10,176 shares of Schwab US Broad Market ETF worth $295K as of Q2 2026.
Badgley Phelps Wealth Managers sold 677 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19K.
Schwab US Broad Market ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #290 holding.
Badgley Phelps Wealth Managers first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
Badgley Phelps Wealth Managers's Schwab US Broad Market ETF position peaked at $303K in Q3 2025.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.