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

Basso 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 		$3.51M Buy
121,340
+119,710
+7,344% +$3.35M 0.75% 29
2026
Q1 		$40.9K Buy
+1,630
New +$42.8K 0.03% 107

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UBS Group
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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

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

Basso Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 7,344% in Q2 2026, buying an estimated $3.35M and bringing the position to 121,340 shares worth $3.51M. The position accounts for 0.75% of the portfolio, ranked #29.

Basso Capital Management first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Basso Capital Management held 121,340 shares of Schwab US Broad Market ETF worth $3.51M as of Q2 2026.
  • Basso Capital Management bought 119,710 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.35M.
  • Schwab US Broad Market ETF made up 0.75% of Basso Capital Management's portfolio in Q2 2026, its #29 holding.
  • Basso Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.