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

HT 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 		$176M Sell
6,067,895
-113,558
-2% -$3.18M 48.66% 1
2026
Q1 		$155M Buy
6,181,453
+98,668
+2% +$2.59M 46.99% 1
2025
Q4 		$160M Sell
6,082,785
-5,574
-0.1% -$145K 47.44% 1
2025
Q3 		$157M Buy
6,088,359
+41,200
+0.7% +$1.02M 47.85% 1
2025
Q2 		$144M Sell
6,047,159
-316,002
-5% -$6.96M 44.03% 1
2025
Q1 		$137M Buy
6,363,161
+309,830
+5% +$7.05M 47% 1
2024
Q4 		$137M Buy
6,053,331
+52,134
+0.9% +$1.19M 46.73% 1
2024
Q3 		$133M Sell
6,001,197
-715,254
-11% -$15.3M 47.09% 1
2024
Q2 		$141M Buy
6,716,451
+17,670
+0.3% +$358K 49.75% 1
2024
Q1 		$136M Buy
6,698,781
+39,978
+0.6% +$774K 49.36% 1
2023
Q4 		$124M Sell
6,658,803
-5,241
-0.1% -$90.5K 49.25% 1
2023
Q3 		$111M Sell
6,664,044
-275,016
-4% -$4.76M 33.09% 1
2023
Q2 		$120M Sell
6,939,060
-12,210
-0.2% -$199K 34.43% 1
2023
Q1 		$111M Sell
6,951,270
-148,353
-2% -$2.32M 32.74% 1
2022
Q4 		$106M Sell
7,099,623
-161,133
-2% -$2.42M 34.84% 1
2022
Q3 		$102M Sell
7,260,756
-8,958
-0.1% -$139K 43.4% 1
2022
Q2 		$107M Sell
7,269,714
-213,441
-3% -$3.43M 42.61% 1
2022
Q1 		$133M Buy
7,483,155
+31,215
+0.4% +$548K 41.03% 1
2021
Q4 		$140M Buy
7,451,940
+11,028
+0.1% +$203K 41.02% 1
2021
Q3 		$129M Buy
7,440,912
+46,008
+0.6% +$818K 39.37% 1
2021
Q2 		$129M Buy
7,394,904
+137,670
+2% +$2.33M 39.49% 1
2021
Q1 		$117M Sell
7,257,234
-367,440
-5% -$5.79M 38.64% 1
2020
Q4 		$116M Sell
7,624,674
-608,814
-7% -$8.67M 39.03% 1
2020
Q3 		$109M Buy
8,233,488
+19,602
+0.2% +$258K 41.49% 1
2020
Q2 		$101M Sell
8,213,886
-36,636
-0.4% -$422K 40.51% 1
2020
Q1 		$83.1M Buy
8,250,522
+227,088
+3% +$2.75M 38.15% 1
2019
Q4 		$103M Sell
8,023,434
-246
-0% -$3.02K 41.05% 1
2019
Q3 		$95M Sell
8,023,680
-173,370
-2% -$2.05M 39.98% 1
2019
Q2 		$96.4M Sell
8,197,050
-15,618
-0.2% -$180K 40.58% 1
2019
Q1 		$93.1M Sell
8,212,668
-180,078
-2% -$1.97M 40.41% 1
2018
Q4 		$83.8M Sell
8,392,746
-14,958
-0.2% -$162K 40.39% 1
2018
Q3 		$99.1M Buy
8,407,704
+38,664
+0.5% +$446K 39.4% 1
2018
Q2 		$92.6M Sell
8,369,040
-27,930
-0.3% -$305K 38.03% 1
2018
Q1 		$89.3M Buy
8,396,970
+63,936
+0.8% +$702K 36.62% 1
2017
Q4 		$90.1M Sell
8,333,034
-1,694,946
-17% -$17.8M 36.73% 1
2017
Q3 		$102M Sell
10,027,980
-114,708
-1% -$1.14M 44.94% 1
2017
Q2 		$98.8M Sell
10,142,688
-73,656
-0.7% -$711K 44.64% 1
2017
Q1 		$97.2M Buy
10,216,344
+217,026
+2% +$2.04M 44.86% 1
2016
Q4 		$90.3M Buy
9,999,318
+1,139,046
+13% +$10M 48.04% 1
2016
Q3 		$77.3M Sell
8,860,272
-283,416
-3% -$2.46M 44.35% 1
2016
Q2 		$76.7M Buy
9,143,688
+47,730
+0.5% +$396K 41.39% 1
2016
Q1 		$74.7M Buy
9,095,958
+5,778,822
+174% +$44.9M 43.42% 1
2015
Q4 		$26.5M Buy
3,317,136
+45,720
+1% +$377K 17.14% 1
2015
Q3 		$25.2M Sell
3,271,416
-389,214
-11% -$3.2M 16.82% 3
2015
Q2 		$30.7M Sell
3,660,630
-315,960
-8% -$2.7M 16.78% 2
2015
Q1 		$33.3M Buy
3,976,590
+610,794
+18% +$5.11M 18% 1
2014
Q4 		$27.9M Buy
3,365,796
+143,094
+4% +$1.16M 17.62% 1
2014
Q3 		$25.2M Sell
3,222,702
-572,076
-15% -$4.57M 12.77% 1
2014
Q2 		$30.4M Buy
3,794,778
+1,487,886
+64% +$11.5M 15.88% 1
2014
Q1 		$17.6M Sell
2,306,892
-186,768
-7% -$1.4M 11.48% 2
2013
Q4 		$18.7M Buy
2,493,660
+13,728
+0.6% +$98.7K 11.94% 1
2013
Q3 		$17M Buy
2,479,932
+950,028
+62% +$6.46M 10.98% 1
2013
Q2 		$9.92M Buy
+1,529,904
New +$9.93M 8.46% 2

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

HT Partners's SCHB Position: Q2 2026 in Review

HT Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q2 2026, selling an estimated $3.18M and leaving 6,067,895 shares worth $176M. The position accounts for 48.66% of the portfolio, ranked #1.

HT Partners first reported a position in SCHB in Q2 2013 and has held it in 53 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • HT Partners held 6,067,895 shares of Schwab US Broad Market ETF worth $176M as of Q2 2026.
  • HT Partners sold 113,558 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.18M.
  • Schwab US Broad Market ETF made up 48.66% of HT Partners's portfolio in Q2 2026, its #1 holding.
  • HT Partners first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.