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Highland Capital Management (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History

Highland Capital Management (Tennessee)’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 		$4.57M Sell
157,662
-349
-0.2% -$9.77K 0.21% 111
2026
Q1 		$3.97M Sell
158,011
-5,937
-4% -$156K 0.21% 106
2025
Q4 		$4.3M Sell
163,948
-8,300
-5% -$216K 0.21% 107
2025
Q3 		$4.43M Sell
172,248
-401
-0.2% -$9.93K 0.22% 108
2025
Q2 		$4.11M Sell
172,649
-91
-0.1% -$2K 0.22% 114
2025
Q1 		$3.72M Sell
172,740
-142
-0.1% -$3.23K 0.22% 118
2024
Q4 		$3.92M Buy
172,882
+373
+0.2% +$8.52K 0.22% 115
2024
Q3 		$3.83M Sell
172,509
-66
-0% -$1.41K 0.22% 118
2024
Q2 		$3.62M Sell
172,575
-12
-0% -$243 0.21% 123
2024
Q1 		$3.51M Sell
172,587
-594
-0.3% -$11.5K 0.2% 134
2023
Q4 		$3.21M Sell
173,181
-498
-0.3% -$8.6K 0.2% 138
2023
Q3 		$2.89M Buy
173,679
+6
+0% +$104 0.2% 139
2023
Q2 		$2.99M Sell
173,673
-4,797
-3% -$78.2K 0.19% 140
2023
Q1 		$2.85M Sell
178,470
-174
-0.1% -$2.72K 0.21% 127
2022
Q4 		$2.67M Sell
178,644
-2,964
-2% -$44.5K 0.19% 140
2022
Q3 		$2.54M Sell
181,608
-1,917
-1% -$29.8K 0.2% 136
2022
Q2 		$2.7M Sell
183,525
-879
-0.5% -$14.1K 0.19% 138
2022
Q1 		$3.28M Buy
184,404
+6
+0% +$105 0.2% 136
2021
Q4 		$3.47M Sell
184,398
-12
-0% -$221 0.2% 134
2021
Q3 		$3.19M Buy
184,410
+1,536
+0.8% +$27.3K 0.19% 141
2021
Q2 		$3.18M Sell
182,874
-2,166
-1% -$36.7K 0.19% 140
2021
Q1 		$2.98M Sell
185,040
-210
-0.1% -$3.31K 0.18% 141
2020
Q4 		$2.81M Buy
185,250
+6
+0% +$85 0.18% 139
2020
Q3 		$2.46M Buy
185,244
+1,236
+0.7% +$16.3K 0.18% 141
2020
Q2 		$2.25M Buy
184,008
+486
+0.3% +$5.6K 0.18% 139
2020
Q1 		$1.85M Sell
183,522
-3,690
-2% -$44.7K 0.17% 130
2019
Q4 		$2.4M Sell
187,212
-11,208
-6% -$138K 0.17% 143
2019
Q3 		$2.35M Sell
198,420
-1,560
-0.8% -$18.4K 0.17% 143
2019
Q2 		$2.35M Sell
199,980
-3,918
-2% -$45.2K 0.18% 141
2019
Q1 		$2.31M Buy
203,898
+78
+0% +$852 0.18% 134
2018
Q4 		$2.04M Buy
203,820
+6,780
+3% +$73.3K 0.17% 139
2018
Q3 		$2.31M Sell
197,040
-420
-0.2% -$4.84K 0.17% 141
2018
Q2 		$2.17M Buy
197,460
+1,080
+0.5% +$11.8K 0.17% 145
2018
Q1 		$2.09M Buy
196,380
+5,652
+3% +$62.1K 0.16% 143
2017
Q4 		$2.05M Buy
190,728
+6,540
+4% +$68.6K 0.16% 141
2017
Q3 		$1.87M Sell
184,188
-1,530
-0.8% -$15.2K 0.15% 148
2017
Q2 		$1.81M Sell
185,718
-7,110
-4% -$68.7K 0.15% 149
2017
Q1 		$1.83M Buy
192,828
+7,356
+4% +$69K 0.15% 144
2016
Q4 		$1.68M Buy
185,472
+42,900
+30% +$378K 0.14% 150
2016
Q3 		$1.24M Sell
142,572
-6,054
-4% -$52.6K 0.1% 195
2016
Q2 		$1.25M Buy
148,626
+3,060
+2% +$25.4K 0.11% 185
2016
Q1 		$1.2M Sell
145,566
-1,170
-0.8% -$9.09K 0.1% 193
2015
Q4 		$1.2M Buy
146,736
+16,872
+13% +$139K 0.1% 204
2015
Q3 		$1M Sell
129,864
-3,060
-2% -$25.1K 0.08% 236
2015
Q2 		$1.11M Sell
132,924
-414
-0.3% -$3.54K 0.09% 246
2015
Q1 		$1.12M Buy
133,338
+5,640
+4% +$47.2K 0.22% 86
2014
Q4 		$1.06M Buy
127,698
+7,920
+7% +$64.1K 0.2% 95
2014
Q3 		$949K Sell
119,778
-930
-0.8% -$7.44K 0.19% 93
2014
Q2 		$960K Buy
120,708
+9,018
+8% +$69.5K 0.18% 96
2014
Q1 		$851K Buy
111,690
+19,110
+21% +$143K 0.17% 94
2013
Q4 		$695K Buy
92,580
+1,290
+1% +$9.28K 0.14% 93
2013
Q3 		$625K Buy
91,290
+3,780
+4% +$25.7K 0.14% 94
2013
Q2 		$567K Buy
+87,510
New +$568K 0.13% 93

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHB Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, selling an estimated $9.77K and leaving 157,662 shares worth $4.57M. The position accounts for 0.21% of the portfolio, ranked #111.

Highland Capital Management (Tennessee) first reported a position in SCHB in Q2 2013 and has held it in 53 quarters since. 830 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Highland Capital Management (Tennessee) held 157,662 shares of Schwab US Broad Market ETF worth $4.57M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 349 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.77K.
  • Schwab US Broad Market ETF made up 0.21% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #111 holding.
  • Highland Capital Management (Tennessee) first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 830 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.