Baltimore-Washington Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Baltimore-Washington Financial Advisors’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	$479K	Buy	16,544 +19	+0.1%	+$532	0.02%	133
2026 Q1	$415K	Buy	16,525 +18	+0.1%	+$472	0.02%	130
2025 Q4	$433K	Buy	16,507 +24	+0.1%	+$625	0.02%	125
2025 Q3	$424K	Buy	16,483 +22	+0.1%	+$545	0.02%	122
2025 Q2	$392K	Buy	16,461 +454	+3%	+$10K	0.02%	124
2025 Q1	$345K	Sell	16,007 -2,062	-11%	-$46.9K	0.02%	115
2024 Q4	$410K	Buy	+18,069	New	+$413K	0.02%	112
2022 Q4	–	Sell	-4,518	Closed	-$632K	–	143
2022 Q3	$632K	Buy	+4,518	New	+$70.3K	0.05%	104

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

Baltimore-Washington Financial Advisors's SCHB Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q2 2026, buying an estimated $532 and bringing the position to 16,544 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #133.

Baltimore-Washington Financial Advisors first reported a position in SCHB in Q3 2022 and has held it in 8 quarters since. The position peaked at $632K in Q3 2022. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Baltimore-Washington Financial Advisors held 16,544 shares of Schwab US Broad Market ETF worth $479K as of Q2 2026.
Baltimore-Washington Financial Advisors bought 19 Schwab US Broad Market ETF shares in Q2 2026, an estimated $532.
Schwab US Broad Market ETF made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #133 holding.
Baltimore-Washington Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 8 quarters since.
Baltimore-Washington Financial Advisors's Schwab US Broad Market ETF position peaked at $632K in Q3 2022.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.