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	$2.98M	Sell	102,915 -87	-0.1%	-$2.44K	0.11%	48
2026 Q1	$2.51M	Sell	103,002 -3,825	-4%	-$100K	0.11%	47
2025 Q4	$2.8M	Buy	106,827 +12,415	+13%	+$323K	0.13%	50
2025 Q3	$2.43M	Buy	94,412 +4,887	+5%	+$121K	0.12%	49
2025 Q2	$2.13M	Sell	89,525 -61	-0.1%	-$1.34K	0.12%	43
2025 Q1	$1.93M	Buy	89,586 +2,664	+3%	+$60.6K	0.12%	34
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 reduced its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q2 2026, selling an estimated $2.44K and leaving 102,915 shares worth $2.98M. The position accounts for 0.11% of the portfolio, ranked #48.

Elm Partners Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.23M in Q2 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Elm Partners Management held 102,915 shares of Schwab US Broad Market ETF worth $2.98M as of Q2 2026.
Elm Partners Management sold 87 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.44K.
Schwab US Broad Market ETF made up 0.11% of Elm Partners Management's portfolio in Q2 2026, its #48 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 $4.23M in Q2 2022.
1,386 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.