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

Jaffetilchin Investment 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
Q1 		$33.9M Sell
1,351,921
-194,100
-13% -$5.09M 2.02% 10
2025
Q4 		$40.6M Buy
1,546,021
+1,501
+0.1% +$39.1K 2.37% 9
2025
Q3 		$39.7M Buy
1,544,520
+4,945
+0.3% +$122K 2.38% 11
2025
Q2 		$36.7M Buy
1,539,575
+24,096
+2% +$531K 2.4% 10
2025
Q1 		$32.6M Sell
1,515,479
-28,412
-2% -$646K 2.37% 8
2024
Q4 		$35M Buy
1,543,891
+51,838
+3% +$1.18M 2.54% 9
2024
Q3 		$33.1M Sell
1,492,053
-72,969
-5% -$1.56M 2.5% 8
2024
Q2 		$32.8M Buy
1,565,022
+19,929
+1% +$404K 2.8% 8
2024
Q1 		$31.4M Buy
1,545,093
+148,038
+11% +$2.86M 2.82% 8
2023
Q4 		$25.9M Buy
1,397,055
+195,033
+16% +$3.37M 2.53% 8
2023
Q3 		$20M Sell
1,202,022
-6,513
-0.5% -$113K 2.2% 11
2023
Q2 		$20.8M Buy
1,208,535
+75,372
+7% +$1.23M 2.2% 10
2023
Q1 		$18.1M Buy
1,133,163
+192,006
+20% +$3M 2.05% 10
2022
Q4 		$14.1M Sell
941,157
-299,862
-24% -$4.51M 1.72% 10
2022
Q3 		$17.4M Buy
1,241,019
+11,139
+0.9% +$173K 2.23% 13
2022
Q2 		$18.1M Sell
1,229,880
-48,828
-4% -$784K 2.14% 11
2022
Q1 		$19.6M Sell
1,278,708
-251,496
-16% -$4.41M 2.3% 11
2021
Q4 		$28.8M Buy
1,530,204
+41,250
+3% +$759K 2.72% 9
2021
Q3 		$25.8M Sell
1,488,954
-790,332
-35% -$14.1M 2.74% 9
2021
Q2 		$37.6M Buy
2,279,286
+1,124,802
+97% +$19M 2.6% 9
2021
Q1 		$18.6M Buy
1,154,484
+252,252
+28% +$3.98M 2.19% 10
2020
Q4 		$13.7M Sell
902,232
-55,056
-6% -$784K 1.94% 12
2020
Q3 		$12.7M Buy
957,288
+65,004
+7% +$855K 2.35% 12
2020
Q2 		$10.9M Sell
892,284
-13,116
-1% -$151K 2.41% 10
2020
Q1 		$9.12M Buy
905,400
+855,966
+1,732% +$10.4M 3.22% 8
2019
Q4 		$633K Buy
49,434
+300
+0.6% +$3.68K 0.14% 104
2019
Q3 		$582K Buy
49,134
+444
+0.9% +$5.25K 0.14% 100
2019
Q2 		$572K Hold
48,690
– – 0.13% 113
2019
Q1 		$552K Buy
48,690
+264
+0.5% +$2.88K 0.12% 145
2018
Q4 		$484K Buy
+48,426
New +$524K 0.12% 130

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Jaffetilchin Investment Partners's SCHB Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q1 2026, selling an estimated $5.09M and leaving 1,351,921 shares worth $33.9M. The position accounts for 2.02% of the portfolio, ranked #10.

Jaffetilchin Investment Partners first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $40.6M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,351,921 shares of Schwab US Broad Market ETF worth $33.9M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 194,100 Schwab US Broad Market ETF shares in Q1 2026, an estimated $5.09M.
  • Schwab US Broad Market ETF made up 2.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #10 holding.
  • Jaffetilchin Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Jaffetilchin Investment Partners's Schwab US Broad Market ETF position peaked at $40.6M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.