Bellevue Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bellevue Asset 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	$12.2K	Hold	420	–	–	0.01%	277
2026 Q1	$10.5K	Hold	420	–	–	0.01%	278
2025 Q4	$11K	Hold	420	–	–	﹤0.01%	273
2025 Q3	$10.8K	Hold	420	–	–	0.01%	275
2025 Q2	$10K	Hold	420	–	–	﹤0.01%	277
2025 Q1	$9.04K	Hold	420	–	–	﹤0.01%	276
2024 Q4	$9.53K	Hold	420	–	–	﹤0.01%	281
2024 Q3	$9.31K	Hold	420	–	–	﹤0.01%	271
2024 Q2	$8.8K	Hold	420	–	–	﹤0.01%	272
2024 Q1	$8.55K	Hold	420	–	–	﹤0.01%	265
2023 Q4	$7.79K	Hold	420	–	–	0.01%	270
2023 Q3	$6.98K	Hold	420	–	–	﹤0.01%	272
2023 Q2	$7.24K	Hold	420	–	–	﹤0.01%	283
2023 Q1	$6.7K	Hold	420	–	–	﹤0.01%	292
2022 Q4	$6.22K	Hold	420	–	–	﹤0.01%	296
2022 Q3	$6K	Hold	420	–	–	﹤0.01%	310
2022 Q2	$6K	Hold	420	–	–	﹤0.01%	314
2022 Q1	$8K	Hold	420	–	–	﹤0.01%	324
2021 Q4	$8K	Hold	420	–	–	﹤0.01%	338
2021 Q3	$7K	Hold	420	–	–	﹤0.01%	360
2021 Q2	$7K	Hold	420	–	–	﹤0.01%	351
2021 Q1	$7K	Hold	420	–	–	﹤0.01%	386
2020 Q4	$7K	Sell	420 -690	-62%	-$9.83K	﹤0.01%	378
2020 Q3	$15K	Hold	1,110	–	–	0.01%	294
2020 Q2	$14K	Hold	1,110	–	–	0.01%	299
2020 Q1	$12K	Buy	1,110 +420	+61%	+$5.08K	0.01%	319
2019 Q4	$9K	Buy	+690	New	+$8.47K	0.01%	322

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

Bellevue Asset Management's SCHB Position: Q2 2026 in Review

Bellevue Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 420 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #277.

Bellevue Asset Management first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $15K in Q3 2020. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Bellevue Asset Management held 420 shares of Schwab US Broad Market ETF worth $12.2K as of Q2 2026.
Bellevue Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #277 holding.
Bellevue Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Schwab US Broad Market ETF position peaked at $15K in Q3 2020.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.