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

Bryn Mawr 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 		$252K Hold
8,688
– – 0.01% 409
2026
Q1 		$218K Hold
8,688
– – 0.01% 413
2025
Q4 		$228K Sell
8,688
-1,540
-15% -$40.1K 0.01% 411
2025
Q3 		$263K Hold
10,228
– – 0.01% 367
2025
Q2 		$244K Buy
+10,228
New +$225K 0.01% 370

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R
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SCM
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UBS AM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bryn Mawr Capital Management's SCHB Position: Q2 2026 in Review

Bryn Mawr Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,688 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #409.

Bryn Mawr Capital Management first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bryn Mawr Capital Management held 8,688 shares of Schwab US Broad Market ETF worth $252K as of Q2 2026.
  • Bryn Mawr Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #409 holding.
  • Bryn Mawr Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Bryn Mawr Capital Management's Schwab US Broad Market ETF position peaked at $263K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.