FLPIM
SCHB icon

F.L. Putnam Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

F.L. Putnam Investment 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 		$289K Buy
9,971
+549
+6% +$15.4K ﹤0.01% 560
2026
Q1 		$237K Hold
9,422
– – ﹤0.01% 534
2025
Q4 		$247K Sell
9,422
-852
-8% -$22.2K ﹤0.01% 543
2025
Q3 		$264K Sell
10,274
-508
-5% -$12.6K ﹤0.01% 517
2025
Q2 		$257K Buy
10,782
+508
+5% +$11.2K ﹤0.01% 518
2025
Q1 		$221K Buy
+10,274
New +$234K ﹤0.01% 533

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

F.L. Putnam Investment Management's SCHB Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q2 2026, buying an estimated $15.4K and bringing the position to 9,971 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

F.L. Putnam Investment Management first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,030 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • F.L. Putnam Investment Management held 9,971 shares of Schwab US Broad Market ETF worth $289K as of Q2 2026.
  • F.L. Putnam Investment Management bought 549 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15.4K.
  • Schwab US Broad Market ETF made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #560 holding.
  • F.L. Putnam Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.