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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
–
1060
2025
Q4
$1.03M
Sell
39,154
-18,800
-32%
-$489K
0.19%
183
2025
Q3
$1.49M
Buy
57,954
+7,000
+14%
+$173K
0.12%
138
2025
Q2
$1.21M
Buy
+50,954
New
+$1.12M
0.1%
125
2025
Q1
–
Sell
-733
Closed
-$16.6K
–
1091
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
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18.83%
1-Year Est. Return
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30.12%
1-Year Est. Return
Betterment LLC
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15.34%
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R
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$1.72B AUM
13.51%
1-Year Est. Return
SCM
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Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
SG
Strid Group
Newtown Square, Pennsylvania
$807M AUM
18.59%
1-Year Est. Return
EK
Evensky & Katz
Coral Gables, Florida
$1.76B AUM
18.21%
1-Year Est. Return
HCM
Hengehold Capital Management
Cincinnati, Ohio
$1.14B AUM
12.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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