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Edgestream Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Edgestream Partners’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 		– Sell
-14,625
Closed -$367K – 1112
2026
Q1 		$367K Sell
14,625
-8,733
-37% -$229K 0.01% 778
2025
Q4 		$613K Buy
+23,358
New +$608K 0.02% 791

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Edgestream Partners's SCHB Position: Q2 2026 in Review

Edgestream Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 14,625 shares — an estimated $367K sold.

Edgestream Partners first reported a position in SCHB in Q4 2025 and held it in 2 quarters. The position peaked at $613K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Edgestream Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 14,625 Schwab US Broad Market ETF shares in Q2 2026, an estimated $367K.
  • Edgestream Partners first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 2 quarters.
  • Edgestream Partners's Schwab US Broad Market ETF position peaked at $613K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.