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

Elm Partners 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
Q2 		$8.35M Buy
288,202
+185,200
+180% +$5.18M 0.25% 30
2026
Q1 		$2.51M Sell
103,002
-270,203
-72% -$7.09M 0.11% 47
2025
Q4 		$9.79M Sell
373,205
-176,763
-32% -$4.6M 0.36% 28
2025
Q3 		$14.1M Buy
549,968
+78,242
+17% +$1.94M 0.57% 24
2025
Q2 		$11.2M Buy
471,726
+382,140
+427% +$8.42M 0.52% 23
2025
Q1 		$1.93M Buy
89,586
+2,664
+3% +$60.6K 0.1% 38
2024
Q4 		$1.97M Buy
86,922
+13,833
+19% +$316K 0.13% 36
2024
Q3 		$540K Buy
73,089
+8,331
+13% +$178K 0.04% 46
2024
Q2 		$1.36M Sell
64,758
-3
-0% -$61 0.1% 39
2024
Q1 		$1.32M Buy
64,761
+31,950
+97% +$618K 0.1% 37
2023
Q4 		$609K Sell
32,811
-2,826
-8% -$48.8K 0.06% 38
2023
Q3 		$592K Buy
35,637
+813
+2% +$14.1K 0.06% 39
2023
Q2 		$600K Hold
34,824
– – 0.06% 37
2023
Q1 		$555K Sell
34,824
-5,103
-13% -$79.8K 0.06% 37
2022
Q4 		$596K Sell
39,927
-77,898
-66% -$1.17M 0.07% 32
2022
Q3 		$1.65M Sell
117,825
-169,221
-59% -$2.63M 0.22% 29
2022
Q2 		$4.23M Buy
287,046
+215,106
+299% +$3.45M 0.55% 22
2022
Q1 		$1.28M Buy
71,940
+41,112
+133% +$722K 0.16% 27
2021
Q4 		$581K Sell
30,828
-10,284
-25% -$189K 0.07% 30
2021
Q3 		$712K Buy
41,112
+1,380
+3% +$24.5K 0.1% 31
2021
Q2 		$690K Buy
39,732
+6,024
+18% +$102K 0.09% 31
2021
Q1 		$543K Sell
33,708
-5,730
-15% -$90.3K 0.08% 32
2020
Q4 		$598K Sell
39,438
-32,040
-45% -$456K 0.09% 35
2020
Q3 		$949K Buy
71,478
+17,790
+33% +$234K 0.16% 34
2020
Q2 		$657K Buy
+53,688
New +$619K 0.12% 34

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

Elm Partners Management's SCHB Position: Q2 2026 in Review

Elm Partners Management increased its Schwab US Broad Market ETF (SCHB) stake by 180% in Q2 2026, buying an estimated $5.18M and bringing the position to 288,202 shares worth $8.35M. The position accounts for 0.25% of the portfolio, ranked #30.

Elm Partners Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Elm Partners Management held 288,202 shares of Schwab US Broad Market ETF worth $8.35M as of Q2 2026.
  • Elm Partners Management bought 185,200 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.18M.
  • Schwab US Broad Market ETF made up 0.25% of Elm Partners Management's portfolio in Q2 2026, its #30 holding.
  • Elm Partners Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Elm Partners Management's Schwab US Broad Market ETF position peaked at $14.1M in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.