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

Indie Asset 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 		$981K Sell
33,858
-1,360
-4% -$38.1K 0.94% 27
2026
Q1 		$884K Sell
35,218
-2,685
-7% -$70.5K 1.01% 27
2025
Q4 		$994K Sell
37,903
-1,870
-5% -$48.7K 1.11% 25
2025
Q3 		$1.02M Hold
39,773
– – 1.36% 20
2025
Q2 		$948K Sell
39,773
-1,950
-5% -$43K 1.72% 16
2025
Q1 		$898K Sell
41,723
-1,915
-4% -$43.6K 0.78% 20
2024
Q4 		$991K Hold
43,638
– – 0.78% 20
2024
Q3 		$968K Buy
43,638
+150
+0.3% +$3.2K 0.72% 20
2024
Q2 		$911K Hold
43,488
– – 0.73% 22
2024
Q1 		$885K Sell
43,488
-225
-0.5% -$4.35K 0.79% 18
2023
Q4 		$811K Hold
43,713
– – 0.73% 19
2023
Q3 		$726K Sell
43,713
-3,375
-7% -$58.4K 0.73% 18
2023
Q2 		$811K Sell
47,088
-702
-1% -$11.4K 0.88% 16
2023
Q1 		$762K Sell
47,790
-600
-1% -$9.38K 0.89% 18
2022
Q4 		$723K Hold
48,390
– – 0.79% 21
2022
Q3 		$677K Sell
48,390
-1,197
-2% -$18.6K 0.69% 25
2022
Q2 		$730K Hold
49,587
– – 0.64% 27
2022
Q1 		$882K Sell
49,587
-2,013
-4% -$35.3K 0.66% 21
2021
Q4 		$972K Buy
51,600
+702
+1% +$12.9K 0.71% 21
2021
Q3 		$881K Buy
50,898
+240
+0.5% +$4.27K 0.71% 26
2021
Q2 		$880K Sell
50,658
-1,680
-3% -$28.4K 0.71% 21
2021
Q1 		$844K Sell
52,338
-20,400
-28% -$322K 0.96% 21
2020
Q4 		$1.1M Sell
72,738
-6,000
-8% -$85.5K 1.28% 15
2020
Q3 		$1.04M Buy
78,738
+336
+0.4% +$4.42K 1.31% 15
2020
Q2 		$1.04M Sell
78,402
-10,638
-12% -$123K 1.31% 15
2020
Q1 		$897K Buy
89,040
+9,060
+11% +$110K 1.12% 19
2019
Q4 		$1.02M Buy
+79,980
New +$981K 1.09% 20

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

Indie Asset Partners's SCHB Position: Q2 2026 in Review

Indie Asset Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, selling an estimated $38.1K and leaving 33,858 shares worth $981K. The position accounts for 0.94% of the portfolio, ranked #27.

Indie Asset Partners first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.1M in Q4 2020. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Indie Asset Partners held 33,858 shares of Schwab US Broad Market ETF worth $981K as of Q2 2026.
  • Indie Asset Partners sold 1,360 Schwab US Broad Market ETF shares in Q2 2026, an estimated $38.1K.
  • Schwab US Broad Market ETF made up 0.94% of Indie Asset Partners's portfolio in Q2 2026, its #27 holding.
  • Indie Asset Partners first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Indie Asset Partners's Schwab US Broad Market ETF position peaked at $1.1M in Q4 2020.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.