Franklin Resources
SCHB icon

Franklin Resources’s Schwab US Broad Market ETF SCHB Stock Holding History

Franklin Resources’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 		$993K Sell
34,300
-648
-2% -$18.1K ﹤0.01% 2280
2026
Q1 		$877K Sell
34,948
-1,122
-3% -$29.4K ﹤0.01% 2225
2025
Q4 		$946K Sell
36,070
-810
-2% -$21.1K ﹤0.01% 2114
2025
Q3 		$948K Buy
36,880
+12,000
+48% +$297K ﹤0.01% 2127
2025
Q2 		$593K Buy
24,880
+11,445
+85% +$252K ﹤0.01% 2244
2025
Q1 		$289K Buy
13,435
+175
+1% +$3.98K ﹤0.01% 2505
2024
Q4 		$301K Hold
13,260
– – ﹤0.01% 2501
2024
Q3 		$99.8K Buy
13,260
+12,000
+952% +$256K ﹤0.01% 2745
2024
Q2 		$26.4K Hold
1,260
– – ﹤0.01% 2770
2024
Q1 		$25.6K Hold
1,260
– – ﹤0.01% 2800
2023
Q4 		$23.4K Hold
1,260
– – ﹤0.01% 2568
2023
Q3 		$20.9K Hold
1,260
– – ﹤0.01% 2594
2023
Q2 		$21.7K Hold
1,260
– – ﹤0.01% 2665
2023
Q1 		$20.1K Buy
+1,260
New +$19.7K ﹤0.01% 2248

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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

Franklin Resources's SCHB Position: Q2 2026 in Review

Franklin Resources reduced its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, selling an estimated $18.1K and leaving 34,300 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Franklin Resources first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Franklin Resources held 34,300 shares of Schwab US Broad Market ETF worth $993K as of Q2 2026.
  • Franklin Resources sold 648 Schwab US Broad Market ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2280 holding.
  • Franklin Resources first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.