Everstar Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Everstar Asset 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	$1.67M	Sell	57,759 -1,205	-2%	-$33.7K	0.81%	26
2026 Q1	$1.48M	Sell	58,964 -1,556	-3%	-$40.8K	0.79%	30
2025 Q4	$1.59M	Sell	60,520 -1,503	-2%	-$39.1K	0.85%	29
2025 Q3	$1.59M	Sell	62,023 -996	-2%	-$24.7K	0.9%	27
2025 Q2	$1.5M	Sell	63,019 -1,606	-2%	-$35.4K	0.92%	22
2025 Q1	$1.39M	Sell	64,625 -1,235	-2%	-$28.1K	0.92%	22
2024 Q4	$1.5M	Sell	65,860 -7,118	-10%	-$163K	1.06%	23
2024 Q3	$1.62M	Buy	+72,978	New	+$1.56M	1.11%	21

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

Everstar Asset Management's SCHB Position: Q2 2026 in Review

Everstar Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q2 2026, selling an estimated $33.7K and leaving 57,759 shares worth $1.67M. The position accounts for 0.81% of the portfolio, ranked #26.

Everstar Asset Management first reported a position in SCHB in Q3 2024 and has held it in 8 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Everstar Asset Management held 57,759 shares of Schwab US Broad Market ETF worth $1.67M as of Q2 2026.
Everstar Asset Management sold 1,205 Schwab US Broad Market ETF shares in Q2 2026, an estimated $33.7K.
Schwab US Broad Market ETF made up 0.81% of Everstar Asset Management's portfolio in Q2 2026, its #26 holding.
Everstar Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 8 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.