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Blueprint Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Blueprint Investment Partners’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 		$4.62M Sell
184,252
-17,508
-9% -$459K 0.47% 41
2025
Q4 		$5.29M Sell
201,760
-3,291
-2% -$85.7K 0.57% 36
2025
Q3 		$5.27M Buy
205,051
+19,777
+11% +$490K 0.74% 33
2025
Q2 		$4.42M Sell
185,274
-120,722
-39% -$2.66M 0.78% 35
2025
Q1 		$6.59M Sell
305,996
-73,227
-19% -$1.67M 1.2% 23
2024
Q4 		$8.61M Buy
379,223
+56,105
+17% +$1.28M 1.37% 17
2024
Q3 		$7.16M Buy
323,118
+18,786
+6% +$401K 1.3% 16
2024
Q2 		$6.38M Sell
304,332
-16,359
-5% -$331K 1.38% 17
2024
Q1 		$6.53M Buy
320,691
+378
+0.1% +$7.31K 1.29% 17
2023
Q4 		$5.94M Buy
320,313
+53,961
+20% +$932K 1.64% 14
2023
Q3 		$4.43M Buy
266,352
+62,607
+31% +$1.08M 1.42% 15
2023
Q2 		$3.51M Sell
203,745
-7,479
-4% -$122K 1.26% 15
2023
Q1 		$3.37M Buy
211,224
+20,580
+11% +$322K 0.77% 36
2022
Q4 		$2.85M Buy
190,644
+2,178
+1% +$32.7K 0.6% 39
2022
Q3 		$2.64M Sell
188,466
-55,158
-23% -$858K 0.72% 29
2022
Q2 		$3.59M Sell
243,624
-267,801
-52% -$4.3M 0.97% 20
2022
Q1 		$9.1M Buy
511,425
+85,209
+20% +$1.5M 2.34% 11
2021
Q4 		$8.03M Buy
426,216
+8,532
+2% +$157K 1.97% 10
2021
Q3 		$7.23M Buy
417,684
+11,556
+3% +$206K 3.61% 7
2021
Q2 		$7.06M Sell
406,128
-26,862
-6% -$455K 5.64% 5
2021
Q1 		$6.98M Buy
432,990
+432,468
+82,848% +$6.82M 5.43% 5
2020
Q4 		$7.9K Sell
522
-520,338
-100% -$7.41M 6.39% 5
2020
Q3 		$7.9M Sell
520,860
-485,004
-48% -$6.38M 6.24% 5
2020
Q2 		$12.3M Buy
1,005,864
+609,504
+154% +$7.03M 7.85% 3
2020
Q1 		$3.99M Sell
396,360
-532,308
-57% -$6.44M 4.06% 7
2019
Q4 		$11.9M Buy
+928,668
New +$11.4M 9.45% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Blueprint Investment Partners's SCHB Position: Q1 2026 in Review

Blueprint Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 8.7% in Q1 2026, selling an estimated $459K and leaving 184,252 shares worth $4.62M. The position accounts for 0.47% of the portfolio, ranked #41.

Blueprint Investment Partners first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.3M in Q2 2020. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Blueprint Investment Partners held 184,252 shares of Schwab US Broad Market ETF worth $4.62M as of Q1 2026.
  • Blueprint Investment Partners sold 17,508 Schwab US Broad Market ETF shares in Q1 2026, an estimated $459K.
  • Schwab US Broad Market ETF made up 0.47% of Blueprint Investment Partners's portfolio in Q1 2026, its #41 holding.
  • Blueprint Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Blueprint Investment Partners's Schwab US Broad Market ETF position peaked at $12.3M in Q2 2020.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.