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Birchbrook’s Schwab US Broad Market ETF SCHB Stock Holding History

Birchbrook’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 		$23.4K Sell
809
-62
-7% -$1.74K 0.01% 165
2026
Q1 		$21.9K Sell
871
-529
-38% -$13.9K 0.01% 158
2025
Q4 		$36.7K Hold
1,400
– – 0.02% 138
2025
Q3 		$36K Hold
1,400
– – 0.02% 135
2025
Q2 		$33.4K Sell
1,400
-265
-16% -$5.84K 0.02% 135
2025
Q1 		$35.8K Hold
1,665
– – 0.02% 129
2024
Q4 		$37.8K Hold
1,665
– – 0.02% 130
2024
Q3 		$36.9K Hold
1,665
– – 0.02% 125
2024
Q2 		$34.9K Hold
1,665
– – 0.02% 134
2024
Q1 		$33.9K Sell
1,665
-600
-26% -$11.6K 0.02% 137
2023
Q4 		$42K Buy
+2,265
New +$39.1K 0.03% 133

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

Birchbrook's SCHB Position: Q2 2026 in Review

Birchbrook reduced its Schwab US Broad Market ETF (SCHB) stake by 7.1% in Q2 2026, selling an estimated $1.74K and leaving 809 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #165.

Birchbrook first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $42K in Q4 2023. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Birchbrook held 809 shares of Schwab US Broad Market ETF worth $23.4K as of Q2 2026.
  • Birchbrook sold 62 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.74K.
  • Schwab US Broad Market ETF made up 0.01% of Birchbrook's portfolio in Q2 2026, its #165 holding.
  • Birchbrook first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Schwab US Broad Market ETF position peaked at $42K in Q4 2023.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.