Brand Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Brand Asset Management Group’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	$238K	Buy	8,219 +14	+0.2%	+$392	0.05%	203
2026 Q1	$206K	Buy	8,205 +84	+1%	+$2.2K	0.05%	191
2025 Q4	$213K	Sell	8,121 -608	-7%	-$15.8K	0.06%	163
2025 Q3	$224K	Sell	8,729 -247	-3%	-$6.11K	0.06%	149
2025 Q2	$214K	Buy	+8,976	New	+$198K	0.08%	89
2021 Q2	–	Sell	-7,878	Closed	-$127K	–	213
2021 Q1	$127K	Buy	7,878 +114	+1%	+$1.8K	0.06%	89
2020 Q4	$118K	Sell	7,764 -42	-0.5%	-$598	0.07%	83
2020 Q3	$104K	Buy	7,806 +6	+0.1%	+$79	0.07%	87
2020 Q2	$95K	Sell	7,800 -24	-0.3%	-$277	0.06%	83
2020 Q1	$79K	Buy	7,824 +18	+0.2%	+$218	0.06%	84
2019 Q4	$100K	Buy	7,806 +6	+0.1%	+$74	0.06%	96
2019 Q3	$92K	Sell	7,800 -6	-0.1%	-$71	0.06%	100
2019 Q2	$92K	Buy	7,806 +750	+11%	+$8.66K	0.06%	96
2019 Q1	$80K	Buy	7,056 +462	+7%	+$5.04K	0.05%	92
2018 Q4	$66K	Buy	6,594 +36	+0.5%	+$389	0.05%	90
2018 Q3	$77K	Buy	6,558 +504	+8%	+$5.81K	0.06%	92
2018 Q2	$67K	Buy	+6,054	New	+$66.2K	0.05%	100

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 $103B AUM 28.65% 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

Brand Asset Management Group's SCHB Position: Q2 2026 in Review

Brand Asset Management Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.17% in Q2 2026, buying an estimated $392 and bringing the position to 8,219 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #203.

Brand Asset Management Group first reported a position in SCHB in Q2 2018 and has held it in 17 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Brand Asset Management Group held 8,219 shares of Schwab US Broad Market ETF worth $238K as of Q2 2026.
Brand Asset Management Group bought 14 Schwab US Broad Market ETF shares in Q2 2026, an estimated $392.
Schwab US Broad Market ETF made up 0.05% of Brand Asset Management Group's portfolio in Q2 2026, its #203 holding.
Brand Asset Management Group first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 17 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.