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Bawa N Mallick Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Bawa N Mallick Trust’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 		$6.32M Buy
218,107
+5,917
+3% +$166K 2.04% 10
2026
Q1 		$5.33M Hold
212,190
– – 2.18% 10
2025
Q4 		$5.57M Hold
212,190
– – 2.07% 10
2025
Q3 		$5.46M Hold
212,190
– – 2.06% 11
2025
Q2 		$5.06M Hold
212,190
– – 2.09% 11
2025
Q1 		$4.57M Hold
212,190
– – 2.16% 10
2024
Q4 		$4.82M Buy
+212,190
New +$4.85M 2.11% 11

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 $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

Bawa N Mallick Trust's SCHB Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, buying an estimated $166K and bringing the position to 218,107 shares worth $6.32M. The position accounts for 2.04% of the portfolio, ranked #10.

Bawa N Mallick Trust first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bawa N Mallick Trust held 218,107 shares of Schwab US Broad Market ETF worth $6.32M as of Q2 2026.
  • Bawa N Mallick Trust bought 5,917 Schwab US Broad Market ETF shares in Q2 2026, an estimated $166K.
  • Schwab US Broad Market ETF made up 2.04% of Bawa N Mallick Trust's portfolio in Q2 2026, its #10 holding.
  • Bawa N Mallick Trust first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.