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Brooklyn FI’s Schwab US Broad Market ETF SCHB Stock Holding History

Brooklyn FI’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 		$14.2M Buy
566,840
+122,858
+28% +$3.22M 2.99% 11
2025
Q4 		$11.6M Buy
443,982
+2,153
+0.5% +$56K 2.49% 13
2025
Q3 		$11.4M Sell
441,829
-9,387
-2% -$232K 2.55% 12
2025
Q2 		$10.8M Sell
451,216
-44,642
-9% -$983K 2.76% 11
2025
Q1 		$10.7M Buy
495,858
+35,956
+8% +$818K 3.3% 11
2024
Q4 		$10.4M Buy
459,902
+70,868
+18% +$1.62M 3.47% 9
2024
Q3 		$8.63M Buy
389,034
+20,928
+6% +$447K 3.04% 11
2024
Q2 		$7.71M Buy
368,106
+56,625
+18% +$1.15M 3.01% 11
2024
Q1 		$6.34M Buy
311,481
+54,438
+21% +$1.05M 2.61% 14
2023
Q4 		$4.77M Buy
257,043
+3,429
+1% +$59.2K 2.24% 17
2023
Q3 		$4.21M Buy
253,614
+93,747
+59% +$1.62M 2.27% 14
2023
Q2 		$2.76M Buy
159,867
+137,205
+605% +$2.24M 1.5% 17
2023
Q1 		$854K Buy
22,662
+13,308
+142% +$208K 0.79% 21
2022
Q4 		$1.84M Sell
9,354
-124,044
-93% -$1.86M 1.32% 20
2022
Q3 		$1.87M Buy
133,398
+123,162
+1,203% +$1.92M 1.59% 16
2022
Q2 		$1.88M Sell
10,236
-450,480
-98% -$7.23M 1.86% 16
2022
Q1 		$8.2M Buy
460,716
+415,392
+916% +$7.29M 7.1% 3
2021
Q4 		$854K Buy
+45,324
New +$834K 0.8% 21

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

Brooklyn FI's SCHB Position: Q1 2026 in Review

Brooklyn FI increased its Schwab US Broad Market ETF (SCHB) stake by 28% in Q1 2026, buying an estimated $3.22M and bringing the position to 566,840 shares worth $14.2M. The position accounts for 2.99% of the portfolio, ranked #11.

Brooklyn FI first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Brooklyn FI held 566,840 shares of Schwab US Broad Market ETF worth $14.2M as of Q1 2026.
  • Brooklyn FI bought 122,858 Schwab US Broad Market ETF shares in Q1 2026, an estimated $3.22M.
  • Schwab US Broad Market ETF made up 2.99% of Brooklyn FI's portfolio in Q1 2026, its #11 holding.
  • Brooklyn FI first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.