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James Investment Research’s Schwab US Broad Market ETF SCHB Stock Holding History

James Investment Research’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 		$7.99M Buy
275,840
+40,449
+17% +$1.13M 0.81% 31
2026
Q1 		$5.91M Buy
235,391
+31,241
+15% +$820K 0.66% 41
2025
Q4 		$5.35M Buy
204,150
+18,567
+10% +$483K 0.58% 46
2025
Q3 		$4.77M Buy
185,583
+24,482
+15% +$606K 0.52% 51
2025
Q2 		$3.84M Buy
161,101
+11,294
+8% +$249K 0.46% 59
2025
Q1 		$3.23M Buy
149,807
+24,314
+19% +$553K 0.41% 69
2024
Q4 		$2.85M Buy
125,493
+24,615
+24% +$562K 0.34% 80
2024
Q3 		$2.24M Buy
100,878
+3,135
+3% +$66.9K 0.26% 98
2024
Q2 		$2.05M Buy
97,743
+10,173
+12% +$206K 0.24% 100
2024
Q1 		$1.78M Buy
87,570
+10,842
+14% +$210K 0.21% 113
2023
Q4 		$1.42M Buy
76,728
+11,082
+17% +$191K 0.18% 119
2023
Q3 		$1.09M Buy
65,646
+21,561
+49% +$373K 0.14% 129
2023
Q2 		$760K Buy
44,085
+8,052
+22% +$131K 0.1% 154
2023
Q1 		$575K Buy
36,033
+13,425
+59% +$210K 0.08% 171
2022
Q4 		$338K Sell
22,608
-2,376
-10% -$35.7K 0.05% 213
2022
Q3 		$350K Buy
24,984
+15,621
+167% +$243K 0.05% 205
2022
Q2 		$138K Buy
9,363
+7,194
+332% +$115K 0.02% 284
2022
Q1 		$39K Buy
+2,169
New +$38.1K ﹤0.01% 369

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 $104B AUM 28.3% 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

James Investment Research's SCHB Position: Q2 2026 in Review

James Investment Research increased its Schwab US Broad Market ETF (SCHB) stake by 17% in Q2 2026, buying an estimated $1.13M and bringing the position to 275,840 shares worth $7.99M. The position accounts for 0.81% of the portfolio, ranked #31.

James Investment Research first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • James Investment Research held 275,840 shares of Schwab US Broad Market ETF worth $7.99M as of Q2 2026.
  • James Investment Research bought 40,449 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.13M.
  • Schwab US Broad Market ETF made up 0.81% of James Investment Research's portfolio in Q2 2026, its #31 holding.
  • James Investment Research first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.