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Everett Harris & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Everett Harris & Co’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 		$584K Buy
20,175
+1,400
+7% +$39.2K 0.01% 195
2026
Q1 		$471K Buy
18,775
+2,000
+12% +$52.5K 0.01% 226
2025
Q4 		$440K Sell
16,775
-1,310
-7% -$34.1K 0.01% 239
2025
Q3 		$465K Sell
18,085
-3,380
-16% -$83.7K 0.01% 228
2025
Q2 		$512K Sell
21,465
-260
-1% -$5.73K 0.01% 218
2025
Q1 		$468K Sell
21,725
-100
-0.5% -$2.27K 0.01% 213
2024
Q4 		$495K Buy
21,825
+3,225
+17% +$73.7K 0.01% 196
2024
Q3 		$412K Buy
18,600
+90
+0.5% +$1.92K 0.01% 202
2024
Q2 		$388K Buy
18,510
+4,860
+36% +$98.5K 0.01% 201
2024
Q1 		$278K Buy
13,650
+2,250
+20% +$43.5K ﹤0.01% 236
2023
Q4 		$212K Buy
+11,400
New +$197K ﹤0.01% 252
2017
Q3 		– Sell
-22,200
Closed -$216K – 246
2017
Q2 		$216K Hold
22,200
– – 0.01% 220
2017
Q1 		$211K Buy
+22,200
New +$208K 0.01% 223

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 $103B AUM 28.65% 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

Everett Harris & Co's SCHB Position: Q2 2026 in Review

Everett Harris & Co increased its Schwab US Broad Market ETF (SCHB) stake by 7.5% in Q2 2026, buying an estimated $39.2K and bringing the position to 20,175 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #195.

Everett Harris & Co first reported a position in SCHB in Q1 2017 and has held it in 13 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Everett Harris & Co held 20,175 shares of Schwab US Broad Market ETF worth $584K as of Q2 2026.
  • Everett Harris & Co bought 1,400 Schwab US Broad Market ETF shares in Q2 2026, an estimated $39.2K.
  • Schwab US Broad Market ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #195 holding.
  • Everett Harris & Co first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 13 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.