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Destination Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Destination Wealth 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
Q1 		$8.21M Sell
326,964
-75,288
-19% -$1.98M 0.21% 85
2025
Q4 		$10.6M Buy
402,252
+151,217
+60% +$3.94M 0.28% 75
2025
Q3 		$6.45M Sell
251,035
-17,492
-7% -$433K 0.18% 87
2025
Q2 		$6.4M Sell
268,527
-4,468
-2% -$98.4K 0.19% 88
2025
Q1 		$5.88M Sell
272,995
-54,099
-17% -$1.23M 0.19% 88
2024
Q4 		$7.43M Buy
327,094
+31,855
+11% +$728K 0.23% 84
2024
Q3 		$6.55M Sell
295,239
-3,474
-1% -$74.2K 0.2% 86
2024
Q2 		$6.26M Sell
298,713
-9,159
-3% -$186K 0.21% 84
2024
Q1 		$6.27M Sell
307,872
-159,738
-34% -$3.09M 0.21% 84
2023
Q4 		$8.68M Buy
467,610
+263,142
+129% +$4.54M 0.3% 74
2023
Q3 		$3.4M Sell
204,468
-22,626
-10% -$392K 0.13% 95
2023
Q2 		$3.91M Sell
227,094
-21,288
-9% -$347K 0.15% 95
2023
Q1 		$3.96M Sell
248,382
-17,994
-7% -$281K 0.15% 93
2022
Q4 		$3.98M Buy
266,376
+122,121
+85% +$1.84M 0.16% 93
2022
Q3 		$2.02M Sell
144,255
-174,837
-55% -$2.72M 0.08% 103
2022
Q2 		$4.7M Buy
319,092
+188,670
+145% +$3.03M 0.19% 89
2022
Q1 		$2.32M Sell
130,422
-118,662
-48% -$2.08M 0.09% 102
2021
Q4 		$4.69M Buy
249,084
+104,964
+73% +$1.93M 0.17% 88
2021
Q3 		$2.5M Buy
144,120
+3,234
+2% +$57.5K 0.1% 97
2021
Q2 		$2.45M Sell
140,886
-9,168
-6% -$155K 0.09% 99
2021
Q1 		$2.42M Sell
150,054
-1,278
-0.8% -$20.1K 0.1% 95
2020
Q4 		$2.29M Sell
151,332
-18,474
-11% -$263K 0.1% 88
2020
Q3 		$2.25M Sell
169,806
-15,366
-8% -$202K 0.11% 82
2020
Q2 		$2.27M Sell
185,172
-31,896
-15% -$368K 0.12% 76
2020
Q1 		$2.19M Buy
217,068
+27,018
+14% +$327K 0.13% 75
2019
Q4 		$2.44M Sell
190,050
-834
-0.4% -$10.2K 0.12% 81
2019
Q3 		$2.26M Sell
190,884
-2,760
-1% -$32.6K 0.12% 81
2019
Q2 		$2.28M Sell
193,644
-12,180
-6% -$141K 0.13% 81
2019
Q1 		$2.33M Sell
205,824
-47,706
-19% -$521K 0.13% 80
2018
Q4 		$2.53M Buy
253,530
+40,518
+19% +$438K 0.15% 75
2018
Q3 		$2.5M Sell
213,012
-7,788
-4% -$89.8K 0.14% 79
2018
Q2 		$2.43M Sell
220,800
-449,334
-67% -$4.91M 0.15% 79
2018
Q1 		$12.5M Buy
670,134
+420,786
+169% +$4.62M 0.76% 40
2017
Q4 		$2.68M Buy
249,348
+17,766
+8% +$186K 0.16% 79
2017
Q3 		$2.35M Buy
231,582
+3,714
+2% +$36.9K 0.15% 79
2017
Q2 		$2.22M Sell
227,868
-10,140
-4% -$97.9K 0.15% 79
2017
Q1 		$2.26M Sell
238,008
-15,684
-6% -$147K 0.16% 73
2016
Q4 		$2.29M Buy
253,692
+12,216
+5% +$108K 0.17% 73
2016
Q3 		$2.11M Sell
241,476
-134,676
-36% -$1.17M 0.16% 73
2016
Q2 		$3.15M Sell
376,152
-3,997,950
-91% -$33.2M 0.26% 56
2016
Q1 		$35.8M Hold
4,374,102
– – 3.42% 6
2015
Q4 		$35.8M Sell
4,374,102
-1,047,360
-19% -$8.64M 3.42% 6
2015
Q3 		$41.9M Sell
5,421,462
-1,088,424
-17% -$8.94M 4.65% 3
2015
Q2 		$54.5M Sell
6,509,886
-1,159,740
-15% -$9.91M 3.61% 2
2015
Q1 		$64.5M Sell
7,669,626
-156,822
-2% -$1.31M 6.99% 1
2014
Q4 		$65M Buy
7,826,448
+132,150
+2% +$1.07M 6.57% 1
2014
Q3 		$61M Buy
7,694,298
+3,321,870
+76% +$26.6M 6.37% 1
2014
Q2 		$34.8M Sell
4,372,428
-1,410,618
-24% -$10.9M 3.59% 6
2014
Q1 		$44.1M Buy
5,783,046
+322,818
+6% +$2.42M 4.72% 1
2013
Q4 		$41M Buy
5,460,228
+1,782,810
+48% +$12.8M 4.3% 1
2013
Q3 		$25.2M Buy
3,677,418
+241,440
+7% +$1.64M 2.91% 11
2013
Q2 		$22.3M Buy
+3,435,978
New +$22.3M 2.73% 10

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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Destination Wealth Management's SCHB Position: Q1 2026 in Review

Destination Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 19% in Q1 2026, selling an estimated $1.98M and leaving 326,964 shares worth $8.21M. The position accounts for 0.21% of the portfolio, ranked #85.

Destination Wealth Management first reported a position in SCHB in Q2 2013 and has held it in 52 quarters since. The position peaked at $65M in Q4 2014. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Destination Wealth Management held 326,964 shares of Schwab US Broad Market ETF worth $8.21M as of Q1 2026.
  • Destination Wealth Management sold 75,288 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.98M.
  • Schwab US Broad Market ETF made up 0.21% of Destination Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Destination Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's Schwab US Broad Market ETF position peaked at $65M in Q4 2014.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.