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IEQ Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

IEQ Capital’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 		$4.53M Buy
156,331
+13,421
+9% +$376K 0.02% 530
2026
Q1 		$3.59M Sell
142,910
-54,096
-27% -$1.42M 0.02% 586
2025
Q4 		$5.17M Buy
197,006
+3,074
+2% +$80K 0.02% 511
2025
Q3 		$4.99M Buy
193,932
+73,113
+61% +$1.81M 0.02% 485
2025
Q2 		$2.88M Buy
120,819
+7,442
+7% +$164K 0.02% 565
2025
Q1 		$2.44M Buy
113,377
+75,345
+198% +$1.71M 0.02% 531
2024
Q4 		$863K Sell
38,032
-4,169
-10% -$95.2K 0.01% 703
2024
Q3 		$936K Buy
42,201
+10,482
+33% +$224K 0.01% 559
2024
Q2 		$665K Buy
31,719
+10,866
+52% +$220K 0.01% 575
2024
Q1 		$424K Buy
20,853
+252
+1% +$4.88K 0.01% 678
2023
Q4 		$382K Buy
20,601
+1,134
+6% +$19.6K 0.01% 657
2023
Q3 		$323K Hold
19,467
– – 0.01% 699
2023
Q2 		$335K Buy
19,467
+1,182
+6% +$19.3K 0.01% 634
2023
Q1 		$292K Buy
18,285
+1,698
+10% +$26.5K 0.01% 727
2022
Q4 		$248K Sell
16,587
-61,704
-79% -$927K 0.01% 686
2022
Q3 		$1.1M Buy
78,291
+61,704
+372% +$960K 0.03% 343
2022
Q2 		$244K Hold
16,587
– – 0.01% 660
2022
Q1 		$295K Sell
16,587
-489
-3% -$8.58K 0.01% 642
2021
Q4 		$322K Buy
17,076
+1,224
+8% +$22.5K 0.01% 570
2021
Q3 		$274K Buy
15,852
+42
+0.3% +$747 0.01% 587
2021
Q2 		$275K Buy
15,810
+6
+0% +$102 0.01% 488
2021
Q1 		$255K Buy
+15,804
New +$249K 0.01% 403

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 $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

IEQ Capital's SCHB Position: Q2 2026 in Review

IEQ Capital increased its Schwab US Broad Market ETF (SCHB) stake by 9.4% in Q2 2026, buying an estimated $376K and bringing the position to 156,331 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #530.

IEQ Capital first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.17M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • IEQ Capital held 156,331 shares of Schwab US Broad Market ETF worth $4.53M as of Q2 2026.
  • IEQ Capital bought 13,421 Schwab US Broad Market ETF shares in Q2 2026, an estimated $376K.
  • Schwab US Broad Market ETF made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #530 holding.
  • IEQ Capital first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
  • IEQ Capital's Schwab US Broad Market ETF position peaked at $5.17M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.