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Greenline Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Greenline Partners’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 		$729K Buy
25,176
+58
+0.2% +$1.62K 0.07% 116
2026
Q1 		$630K Buy
25,118
+82
+0.3% +$2.15K 0.07% 114
2025
Q4 		$657K Buy
25,036
+67
+0.3% +$1.74K 0.08% 116
2025
Q3 		$642K Buy
24,969
+272
+1% +$6.73K 0.08% 108
2025
Q2 		$589K Sell
24,697
-192,144
-89% -$4.23M 0.08% 111
2025
Q1 		$530K Buy
216,841
+192,298
+784% +$4.37M 0.08% 110
2024
Q4 		$557K Buy
24,543
+78
+0.3% +$1.78K 0.08% 104
2024
Q3 		$543K Buy
24,465
+309
+1% +$6.6K 0.08% 104
2024
Q2 		$507K Sell
24,156
-28,584
-54% -$579K 0.08% 98
2024
Q1 		$1.07M Buy
52,740
+18,456
+54% +$357K 0.17% 77
2023
Q4 		$636K Buy
34,284
+141
+0.4% +$2.44K 0.11% 87
2023
Q3 		$567K Sell
34,143
-10,968
-24% -$190K 0.11% 83
2023
Q2 		$777K Sell
45,111
-12,114
-21% -$197K 0.15% 77
2023
Q1 		$913K Buy
57,225
+219
+0.4% +$3.42K 0.17% 82
2022
Q4 		$851K Sell
57,006
-32,157
-36% -$483K 0.17% 86
2022
Q3 		$1.25M Buy
89,163
+597
+0.7% +$9.29K 0.28% 64
2022
Q2 		$1.3M Buy
88,566
+222
+0.3% +$3.56K 0.28% 64
2022
Q1 		$1.57M Buy
88,344
+156
+0.2% +$2.74K 0.29% 61
2021
Q4 		$1.66M Buy
88,188
+32,274
+58% +$594K 0.31% 62
2021
Q3 		$968K Buy
55,914
+174
+0.3% +$3.1K 0.2% 71
2021
Q2 		$969K Sell
55,740
-230,490
-81% -$3.9M 0.2% 72
2021
Q1 		$2.12M Buy
286,230
+230,820
+417% +$3.64M 0.46% 49
2020
Q4 		$840K Buy
55,410
+228
+0.4% +$3.25K 0.19% 72
2020
Q3 		$732K Buy
55,182
+336
+0.6% +$4.42K 0.19% 65
2020
Q2 		$671K Buy
54,846
+222
+0.4% +$2.56K 0.18% 72
2020
Q1 		$550K Buy
54,624
+294
+0.5% +$3.56K 0.18% 82
2019
Q4 		$696K Buy
+54,330
New +$667K 0.18% 73

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 $104B AUM 28.3% 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

Greenline Partners's SCHB Position: Q2 2026 in Review

Greenline Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.23% in Q2 2026, buying an estimated $1.62K and bringing the position to 25,176 shares worth $729K. The position accounts for 0.07% of the portfolio, ranked #116.

Greenline Partners first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q1 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Greenline Partners held 25,176 shares of Schwab US Broad Market ETF worth $729K as of Q2 2026.
  • Greenline Partners bought 58 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.62K.
  • Schwab US Broad Market ETF made up 0.07% of Greenline Partners's portfolio in Q2 2026, its #116 holding.
  • Greenline Partners first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Greenline Partners's Schwab US Broad Market ETF position peaked at $2.12M in Q1 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.