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Baldwin Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Baldwin Investment 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 		$556K Hold
19,212
– – 0.05% 158
2026
Q1 		$482K Buy
19,212
+8
+0% +$210 0.06% 157
2025
Q4 		$504K Buy
19,204
+9
+0% +$234 0.06% 153
2025
Q3 		$494K Buy
19,195
+8
+0% +$198 0.06% 153
2025
Q2 		$457K Sell
19,187
-92
-0.5% -$2.03K 0.06% 155
2025
Q1 		$415K Buy
+19,279
New +$439K 0.05% 158
2022
Q2 		– Sell
-12,000
Closed -$214K – 229
2022
Q1 		$214K Hold
12,000
– – 0.03% 235
2021
Q4 		$226K Sell
12,000
-234
-2% -$4.3K 0.04% 233
2021
Q3 		$212K Hold
12,234
– – 0.04% 237
2021
Q2 		$213K Buy
+12,234
New +$207K 0.04% 241
2021
Q1 		– Sell
-17,958
Closed -$272K – 250
2020
Q4 		$272K Buy
+17,958
New +$256K 0.05% 200
2018
Q1 		– Sell
-26,220
Closed -$282K – 111
2017
Q4 		$282K Buy
26,220
+18
+0.1% +$189 0.1% 97
2017
Q3 		$266K Buy
+26,202
New +$260K 0.1% 100

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

Baldwin Investment Management's SCHB Position: Q2 2026 in Review

Baldwin Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 19,212 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #158.

Baldwin Investment Management first reported a position in SCHB in Q3 2017 and has held it in 13 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Baldwin Investment Management held 19,212 shares of Schwab US Broad Market ETF worth $556K as of Q2 2026.
  • Baldwin Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Baldwin Investment Management's portfolio in Q2 2026, its #158 holding.
  • Baldwin Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 13 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.