Blume Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Blume Capital 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	$117K	Buy	4,055 +2,940	+264%	+$82.3K	0.02%	150
2026 Q1	$28K	Buy	1,115 +1	+0.1%	+$26	﹤0.01%	225
2025 Q4	$29.2K	Buy	1,114 +1	+0.1%	+$26	0.01%	211
2025 Q3	$28.6K	Hold	1,113	–	–	0.01%	225
2025 Q2	$26.5K	Buy	1,113 +1	+0.1%	+$22	0.01%	226
2025 Q1	$23.9K	Buy	1,112 +1	+0.1%	+$23	0.01%	223
2024 Q4	$25.2K	Buy	1,111 +1	+0.1%	+$23	0.01%	216
2024 Q3	$24.6K	Hold	1,110	–	–	0.01%	225
2024 Q2	$23.2K	Hold	1,110	–	–	0.01%	216
2024 Q1	$22.6K	Hold	1,110	–	–	0.01%	218
2023 Q4	$20.6K	Buy	1,110 +3	+0.3%	+$52	0.01%	217
2023 Q3	$18.4K	Hold	1,107	–	–	0.01%	217
2023 Q2	$19.1K	Hold	1,107	–	–	0.01%	218
2023 Q1	$17.6K	Buy	1,107 +3	+0.3%	+$47	0.01%	216
2022 Q4	$16.5K	Hold	1,104	–	–	0.01%	222
2022 Q3	$15K	Hold	1,104	–	–	0.01%	221
2022 Q2	$16K	Buy	1,104 +3	+0.3%	+$48	0.01%	230
2022 Q1	$20K	Buy	1,101 +267	+32%	+$4.69K	0.01%	222
2021 Q4	$16K	Sell	834 -708	-46%	-$13K	0.01%	230
2021 Q3	$27K	Sell	1,542 -942	-38%	-$16.8K	0.01%	210
2021 Q2	$43K	Buy	2,484 +1,650	+198%	+$27.9K	0.02%	178
2021 Q1	$13K	Sell	834 -738	-47%	-$11.6K	0.01%	211
2020 Q4	$24K	Buy	1,572 +6	+0.4%	+$85	0.01%	153
2020 Q3	$21K	Buy	+1,566	New	+$20.6K	0.01%	152
2017 Q2	–	Sell	-342	Closed	-$3K	–	210
2017 Q1	$3K	Buy	+342	New	+$3.21K	﹤0.01%	193
2016 Q2	–	Sell	-6,000	Closed	-$49K	–	242
2016 Q1	$49K	Hold	6,000	–	–	0.03%	98
2015 Q4	$49K	Sell	6,000 -174	-3%	-$1.44K	0.03%	104
2015 Q3	$48K	Sell	6,174 -5,826	-49%	-$47.9K	0.04%	96
2015 Q2	$100K	Hold	12,000	–	–	0.08%	66
2015 Q1	$101K	Hold	12,000	–	–	0.07%	89
2014 Q4	$100K	Sell	12,000 -3,000	-20%	-$24.3K	0.07%	87
2014 Q3	$119K	Hold	15,000	–	–	0.09%	57
2014 Q2	$119K	Sell	15,000 -3,000	-17%	-$23.1K	0.09%	60
2014 Q1	$137K	Buy	+18,000	New	+$135K	0.11%	60

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

Blume Capital Management's SCHB Position: Q2 2026 in Review

Blume Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 264% in Q2 2026, buying an estimated $82.3K and bringing the position to 4,055 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #150.

Blume Capital Management first reported a position in SCHB in Q1 2014 and has held it in 34 quarters since. The position peaked at $137K in Q1 2014. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Blume Capital Management held 4,055 shares of Schwab US Broad Market ETF worth $117K as of Q2 2026.
Blume Capital Management bought 2,940 Schwab US Broad Market ETF shares in Q2 2026, an estimated $82.3K.
Schwab US Broad Market ETF made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #150 holding.
Blume Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2014 and has held it in 34 quarters since.
Blume Capital Management's Schwab US Broad Market ETF position peaked at $137K in Q1 2014.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.