Belvedere Trading
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Belvedere Trading’s Schwab US Broad Market ETF SCHB Stock Holding History

Belvedere Trading’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
Q1 		– Sell
-39,154
Closed -$1.03M – 959
2025
Q4 		$1.03M Sell
39,154
-18,800
-32% -$489K ﹤0.01% 183
2025
Q3 		$1.49M Buy
57,954
+7,000
+14% +$173K ﹤0.01% 138
2025
Q2 		$1.21M Buy
+50,954
New +$1.12M ﹤0.01% 125
2025
Q1 		– Sell
-733
Closed -$16.6K – 950
2024
Q4 		$16.6K Sell
733
-2,312
-76% -$52.8K ﹤0.01% 695
2024
Q3 		$67.5K Buy
+3,045
New +$65K ﹤0.01% 495

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

Belvedere Trading's SCHB Position: Q1 2026 in Review

Belvedere Trading sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 39,154 shares — an estimated $1.03M sold.

Belvedere Trading first reported a position in SCHB in Q3 2024 and held it in 5 quarters. The position peaked at $1.49M in Q3 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Belvedere Trading reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Belvedere Trading sold 39,154 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.03M.
  • Belvedere Trading first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 5 quarters.
  • Belvedere Trading's Schwab US Broad Market ETF position peaked at $1.49M in Q3 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.