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Bridges Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bridges Investment 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 		$232K Sell
8,016
-432
-5% -$12.1K ﹤0.01% 382
2026
Q1 		$212K Buy
8,448
+260
+3% +$6.82K ﹤0.01% 384
2025
Q4 		$215K Buy
8,188
+180
+2% +$4.69K ﹤0.01% 392
2025
Q3 		$206K Buy
+8,008
New +$198K ﹤0.01% 405

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 $103B AUM 28.65% 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

Bridges Investment Management's SCHB Position: Q2 2026 in Review

Bridges Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 5.1% in Q2 2026, selling an estimated $12.1K and leaving 8,016 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Bridges Investment Management first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bridges Investment Management held 8,016 shares of Schwab US Broad Market ETF worth $232K as of Q2 2026.
  • Bridges Investment Management sold 432 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.1K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #382 holding.
  • Bridges Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.