DI
SCHB icon

Diligent Investors’s Schwab US Broad Market ETF SCHB Stock Holding History

Diligent Investors’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 		$1.05M Sell
36,374
-1,039
-3% -$29.1K 0.23% 124
2026
Q1 		$939K Buy
37,413
+12
+0% +$315 0.23% 128
2025
Q4 		$981K Sell
37,401
-520
-1% -$13.5K 0.24% 118
2025
Q3 		$975K Sell
37,921
-3,996
-10% -$98.9K 0.25% 115
2025
Q2 		$999K Sell
41,917
-5,488
-12% -$121K 0.24% 123
2025
Q1 		$1.02M Buy
47,405
+13
+0% +$296 0.25% 113
2024
Q4 		$1.08M Sell
47,392
-2,036
-4% -$46.5K 0.25% 117
2024
Q3 		$1.1M Sell
49,428
-123
-0.2% -$2.63K 0.25% 113
2024
Q2 		$1.04M Sell
49,551
-2,406
-5% -$48.7K 0.26% 113
2024
Q1 		$1.06M Sell
51,957
-7,770
-13% -$150K 0.27% 110
2023
Q4 		$1.11M Sell
59,727
-13,554
-18% -$234K 0.3% 92
2023
Q3 		$1.22M Sell
73,281
-4,719
-6% -$81.7K 0.37% 71
2023
Q2 		$1.34M Sell
78,000
-2,307
-3% -$37.6K 0.4% 58
2023
Q1 		$1.28M Sell
80,307
-1,092
-1% -$17.1K 0.4% 60
2022
Q4 		$1.22M Sell
81,399
-195
-0.2% -$2.93K 0.4% 60
2022
Q3 		$1.14M Sell
81,594
-237
-0.3% -$3.69K 0.41% 60
2022
Q2 		$1.21M Sell
81,831
-1,059
-1% -$17K 0.41% 57
2022
Q1 		$1.48M Buy
82,890
+1,518
+2% +$26.6K 0.43% 49
2021
Q4 		$1.53M Buy
81,372
+756
+0.9% +$13.9K 0.43% 47
2021
Q3 		$1.4M Hold
80,616
– – 0.48% 48
2021
Q2 		$1.4M Buy
80,616
+528
+0.7% +$8.94K 0.48% 48
2021
Q1 		$1.29M Buy
80,088
+10,092
+14% +$159K 0.47% 50
2020
Q4 		$1.06M Buy
69,996
+2,172
+3% +$30.9K 0.43% 58
2020
Q3 		$900K Sell
67,824
-894
-1% -$11.8K 0.41% 55
2020
Q2 		$841K Sell
68,718
-4,530
-6% -$52.2K 0.41% 56
2020
Q1 		$738K Buy
73,248
+90
+0.1% +$1.09K 0.44% 51
2019
Q4 		$937K Sell
73,158
-1,992
-3% -$24.4K 0.42% 57
2019
Q3 		$889K Sell
75,150
-3,846
-5% -$45.4K 0.43% 62
2019
Q2 		$929K Buy
78,996
+52,008
+193% +$601K 0.46% 57
2019
Q1 		$306K Sell
26,988
-44,196
-62% -$483K 0.17% 142
2018
Q4 		$711K Buy
+71,184
New +$770K 0.47% 67

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

Diligent Investors's SCHB Position: Q2 2026 in Review

Diligent Investors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, selling an estimated $29.1K and leaving 36,374 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #124.

Diligent Investors first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.53M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Diligent Investors held 36,374 shares of Schwab US Broad Market ETF worth $1.05M as of Q2 2026.
  • Diligent Investors sold 1,039 Schwab US Broad Market ETF shares in Q2 2026, an estimated $29.1K.
  • Schwab US Broad Market ETF made up 0.23% of Diligent Investors's portfolio in Q2 2026, its #124 holding.
  • Diligent Investors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Diligent Investors's Schwab US Broad Market ETF position peaked at $1.53M in Q4 2021.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.