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Chicago Partners Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Chicago Partners Investment 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 		$31.7M Buy
1,109,222
+139,915
+14% +$3.92M 0.63% 27
2026
Q1 		$26.6M Buy
969,307
+2,955
+0.3% +$77.5K 0.59% 34
2025
Q4 		$25.7M Buy
966,352
+14,417
+2% +$375K 0.63% 31
2025
Q3 		$25.2M Buy
951,935
+23,104
+2% +$572K 0.66% 29
2025
Q2 		$22.7M Buy
928,831
+30,169
+3% +$665K 0.66% 30
2025
Q1 		$19.4M Buy
898,662
+333,832
+59% +$7.59M 0.65% 33
2024
Q4 		$12.9M Sell
564,830
-1,018,084
-64% -$23.3M 0.43% 53
2024
Q3 		$11.8M Buy
1,582,914
+1,096,158
+225% +$23.4M 0.42% 53
2024
Q2 		$10.2M Buy
486,756
+41,106
+9% +$833K 0.4% 57
2024
Q1 		$8.74M Buy
445,650
+42,774
+11% +$828K 0.37% 63
2023
Q4 		$7.6M Buy
402,876
+46,452
+13% +$802K 0.35% 65
2023
Q3 		$5.79M Buy
356,424
+15,513
+5% +$268K 0.31% 74
2023
Q2 		$5.98M Buy
340,911
+4,995
+1% +$81.4K 0.31% 75
2023
Q1 		$5.39M Buy
335,916
+34,995
+12% +$547K 0.31% 74
2022
Q4 		$4.91M Buy
300,921
+78,111
+35% +$1.17M 0.3% 75
2022
Q3 		$3.31M Buy
222,810
+36,144
+19% +$562K 0.24% 95
2022
Q2 		$3.01M Sell
186,666
-53,268
-22% -$855K 0.22% 94
2022
Q1 		$3.68M Buy
239,934
+12,564
+6% +$221K 0.28% 79
2021
Q4 		$3.94M Sell
227,370
-5,616
-2% -$103K 0.28% 78
2021
Q3 		$4.36M Sell
232,986
-11,796
-5% -$210K 0.31% 68
2021
Q2 		$4.35M Buy
244,782
+25,488
+12% +$431K 0.32% 66
2021
Q1 		$3.73M Buy
219,294
+9,426
+4% +$149K 0.31% 66
2020
Q4 		$3.29M Buy
209,868
+151,566
+260% +$2.16M 0.31% 64
2020
Q3 		$781K Sell
58,302
-7,434
-11% -$97.7K 0.09% 173
2020
Q2 		$843K Sell
65,736
-8,142
-11% -$93.9K 0.11% 153
2020
Q1 		$827K Buy
73,878
+9,966
+16% +$121K 0.13% 131
2019
Q4 		$843K Buy
63,912
+1,986
+3% +$24.4K 0.1% 148
2019
Q3 		$742K Buy
61,926
+1,536
+3% +$18.1K 0.1% 146
2019
Q2 		$720K Buy
60,390
+11,808
+24% +$136K 0.1% 142
2019
Q1 		$565K Sell
48,582
-13,446
-22% -$147K 0.08% 167
2018
Q4 		$645K Sell
62,028
-2,328
-4% -$25.2K 0.1% 165
2018
Q3 		$681K Buy
64,356
+9,942
+18% +$115K 0.1% 154
2018
Q2 		$598K Buy
54,414
+23,088
+74% +$252K 0.09% 155
2018
Q1 		$333K Buy
31,326
+696
+2% +$7.65K 0.06% 204
2017
Q4 		$329K Buy
30,630
+7,254
+31% +$76.1K 0.05% 210
2017
Q3 		$237K Sell
23,376
-6,954
-23% -$69K 0.04% 235
2017
Q2 		$284K Buy
30,330
+21,342
+237% +$206K 0.07% 154
2017
Q1 		$86K Buy
8,988
+1,518
+20% +$14.2K 0.02% 264
2016
Q4 		$67K Buy
7,470
+3,642
+95% +$32.1K 0.02% 269
2016
Q3 		$33K Buy
3,828
+186
+5% +$1.61K 0.01% 328
2016
Q2 		$31K Buy
3,642
+24
+0.7% +$199 0.01% 286
2016
Q1 		$30K Buy
3,618
+192
+6% +$1.49K 0.02% 266
2015
Q4 		$28K Buy
3,426
+222
+7% +$1.83K 0.01% 318
2015
Q3 		$25K Buy
3,204
+18
+0.6% +$148 0.01% 272
2015
Q2 		$27K Sell
3,186
-24
-0.7% -$205 0.01% 279
2015
Q1 		$27K Sell
3,210
-78
-2% -$652 0.01% 267
2014
Q4 		$27K Buy
+3,288
New +$26.6K 0.01% 266

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

Chicago Partners Investment Group's SCHB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 14% in Q2 2026, buying an estimated $3.92M and bringing the position to 1,109,222 shares worth $31.7M. The position accounts for 0.63% of the portfolio, ranked #27.

Chicago Partners Investment Group first reported a position in SCHB in Q4 2014 and has held it in 47 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Chicago Partners Investment Group held 1,109,222 shares of Schwab US Broad Market ETF worth $31.7M as of Q2 2026.
  • Chicago Partners Investment Group bought 139,915 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.92M.
  • Schwab US Broad Market ETF made up 0.63% of Chicago Partners Investment Group's portfolio in Q2 2026, its #27 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.