Baird Financial Group
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Baird Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Baird Financial Group’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 		$2.42M Buy
83,415
+258
+0.3% +$7.22K ﹤0.01% 1032
2026
Q1 		$2.09M Sell
83,157
-456
-0.5% -$12K ﹤0.01% 1030
2025
Q4 		$2.19M Buy
83,613
+789
+1% +$20.5K ﹤0.01% 1008
2025
Q3 		$2.13M Sell
82,824
-7,505
-8% -$186K ﹤0.01% 1028
2025
Q2 		$2.15M Buy
90,329
+38,514
+74% +$848K ﹤0.01% 994
2025
Q1 		$1.12M Sell
51,815
-14,562
-22% -$331K ﹤0.01% 1141
2024
Q4 		$1.51M Buy
66,377
+11,876
+22% +$271K ﹤0.01% 1056
2024
Q3 		$1.21M Sell
54,501
-198
-0.4% -$4.23K ﹤0.01% 1115
2024
Q2 		$1.15M Buy
54,699
+1,050
+2% +$21.3K ﹤0.01% 1123
2024
Q1 		$1.09M Buy
53,649
+1,158
+2% +$22.4K ﹤0.01% 1139
2023
Q4 		$974K Buy
52,491
+14,325
+38% +$247K ﹤0.01% 1142
2023
Q3 		$634K Sell
38,166
-28,449
-43% -$492K ﹤0.01% 1250
2023
Q2 		$1.15M Sell
66,615
-31,539
-32% -$514K ﹤0.01% 1077
2023
Q1 		$1.57M Buy
98,154
+43,107
+78% +$674K ﹤0.01% 967
2022
Q4 		$822K Buy
55,047
+6,015
+12% +$90.4K ﹤0.01% 1119
2022
Q3 		$687K Hold
49,032
– – ﹤0.01% 1178
2022
Q2 		$722K Buy
49,032
+4,188
+9% +$67.2K ﹤0.01% 1212
2022
Q1 		$798K Buy
44,844
+612
+1% +$10.7K ﹤0.01% 1245
2021
Q4 		$833K Sell
44,232
-384
-0.9% -$7.07K ﹤0.01% 1267
2021
Q3 		$773K Buy
44,616
+3,546
+9% +$63.1K ﹤0.01% 1306
2021
Q2 		$713K Buy
41,070
+174
+0.4% +$2.94K ﹤0.01% 1304
2021
Q1 		$659K Buy
+40,896
New +$645K ﹤0.01% 1277
2020
Q2 		– Sell
-27,396
Closed -$276K – 1572
2020
Q1 		$276K Buy
27,396
+7,812
+40% +$94.5K ﹤0.01% 1231
2019
Q4 		$251K Buy
19,584
+1,578
+9% +$19.4K ﹤0.01% 1390
2019
Q3 		$213K Hold
18,006
– – ﹤0.01% 1426
2019
Q2 		$212K Buy
+18,006
New +$208K ﹤0.01% 1455

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

Baird Financial Group's SCHB Position: Q2 2026 in Review

Baird Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q2 2026, buying an estimated $7.22K and bringing the position to 83,415 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Baird Financial Group first reported a position in SCHB in Q2 2019 and has held it in 26 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Baird Financial Group held 83,415 shares of Schwab US Broad Market ETF worth $2.42M as of Q2 2026.
  • Baird Financial Group bought 258 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.22K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1032 holding.
  • Baird Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.