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DB Fitzpatrick & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

DB Fitzpatrick & Co’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 		$300K Buy
10,344
+177
+2% +$4.96K 0.24% 51
2026
Q1 		$255K Buy
10,167
+347
+4% +$9.11K 0.22% 52
2025
Q4 		$258K Buy
9,820
+235
+2% +$6.12K 0.23% 51
2025
Q3 		$246K Buy
9,585
+210
+2% +$5.2K 0.22% 52
2025
Q2 		$223K Buy
9,375
+212
+2% +$4.67K 0.2% 58
2025
Q1 		$197K Buy
9,163
+363
+4% +$8.26K 0.19% 57
2024
Q4 		$200K Buy
8,800
+259
+3% +$5.92K 0.18% 57
2024
Q3 		$189K Buy
8,541
+27
+0.3% +$576 0.17% 55
2024
Q2 		$178K Buy
8,514
+237
+3% +$4.8K 0.17% 57
2024
Q1 		$168K Sell
8,277
-36
-0.4% -$697 0.15% 59
2023
Q4 		$154K Buy
8,313
+258
+3% +$4.46K 0.15% 59
2023
Q3 		$134K Sell
8,055
-5,376
-40% -$93K 0.14% 55
2023
Q2 		$231K Buy
13,431
+1,965
+17% +$32K 0.24% 54
2023
Q1 		$183K Sell
11,466
-1,032
-8% -$16.1K 0.2% 52
2022
Q4 		$187K Buy
12,498
+66
+0.5% +$992 0.21% 55
2022
Q3 		$174K Sell
12,432
-918
-7% -$14.3K 0.21% 53
2022
Q2 		$197K Buy
13,350
+30
+0.2% +$482 0.22% 56
2022
Q1 		$237K Hold
13,320
– – 0.24% 54
2021
Q4 		$251K Buy
+13,320
New +$245K 0.23% 57

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 $104B AUM 28.3% 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

DB Fitzpatrick & Co's SCHB Position: Q2 2026 in Review

DB Fitzpatrick & Co increased its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, buying an estimated $4.96K and bringing the position to 10,344 shares worth $300K. The position accounts for 0.24% of the portfolio, ranked #51.

DB Fitzpatrick & Co first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • DB Fitzpatrick & Co held 10,344 shares of Schwab US Broad Market ETF worth $300K as of Q2 2026.
  • DB Fitzpatrick & Co bought 177 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.96K.
  • Schwab US Broad Market ETF made up 0.24% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #51 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.