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Equitable Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History

Equitable Holdings’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 		$6.83M Buy
260,325
+19,226
+8% +$504K 0.04% 352
2025
Q4 		$6.32M Buy
241,099
+5,793
+2% +$151K 0.04% 319
2025
Q3 		$6.05M Buy
235,306
+5,332
+2% +$132K 0.04% 311
2025
Q2 		$5.48M Buy
229,974
+34,852
+18% +$768K 0.05% 299
2025
Q1 		$4.2M Buy
195,122
+17,709
+10% +$403K 0.04% 326
2024
Q4 		$4.03M Buy
177,413
+22,373
+14% +$511K 0.04% 324
2024
Q3 		$3.44M Buy
155,040
+12,957
+9% +$277K 0.03% 358
2024
Q2 		$2.98M Buy
142,083
+20,310
+17% +$411K 0.03% 366
2024
Q1 		$2.48M Sell
121,773
-2,154
-2% -$41.7K 0.03% 384
2023
Q4 		$2.3M Buy
123,927
+7,149
+6% +$123K 0.03% 379
2023
Q3 		$1.94M Buy
116,778
+2,127
+2% +$36.8K 0.03% 368
2023
Q2 		$1.98M Buy
114,651
+129
+0.1% +$2.1K 0.03% 361
2023
Q1 		$1.83M Sell
114,522
-3,102
-3% -$48.5K 0.03% 339
2022
Q4 		$1.76M Buy
117,624
+34,005
+41% +$511K 0.03% 325
2022
Q3 		$1.17M Sell
83,619
-1,878
-2% -$29.2K 0.02% 374
2022
Q2 		$1.26M Buy
85,497
+7,767
+10% +$125K 0.02% 353
2022
Q1 		$1.38M Buy
77,730
+42
+0.1% +$737 0.02% 345
2021
Q4 		$1.46M Buy
77,688
+3,996
+5% +$73.5K 0.02% 327
2021
Q3 		$1.28M Buy
73,692
+56,466
+328% +$1M 0.02% 331
2021
Q2 		$299K Buy
17,226
+252
+1% +$4.26K 0.01% 675
2021
Q1 		$274K Hold
16,974
– – 0.01% 639
2020
Q4 		$257K Buy
16,974
+1,320
+8% +$18.8K 0.01% 597
2020
Q3 		$208K Buy
+15,654
New +$206K 0.01% 588

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

Equitable Holdings's SCHB Position: Q1 2026 in Review

Equitable Holdings increased its Schwab US Broad Market ETF (SCHB) stake by 8% in Q1 2026, buying an estimated $504K and bringing the position to 260,325 shares worth $6.83M. The position accounts for 0.04% of the portfolio, ranked #352.

Equitable Holdings first reported a position in SCHB in Q3 2020 and has held it in 23 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Equitable Holdings held 260,325 shares of Schwab US Broad Market ETF worth $6.83M as of Q1 2026.
  • Equitable Holdings bought 19,226 Schwab US Broad Market ETF shares in Q1 2026, an estimated $504K.
  • Schwab US Broad Market ETF made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #352 holding.
  • Equitable Holdings first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.