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John Overdeck’s Schwab US Broad Market ETF SCHB Stock Holding History

John Overdeck’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 		$513K Hold
17,700
– – ﹤0.01% 4142
2026
Q1 		$444K Hold
17,700
– – ﹤0.01% 3807
2025
Q4 		$464K Hold
17,700
– – ﹤0.01% 3349
2025
Q3 		$455K Hold
17,700
– – ﹤0.01% 3020
2025
Q2 		$422K Buy
17,700
+2,000
+13% +$44.1K ﹤0.01% 2656
2025
Q1 		$338K Sell
15,700
-379,400
-96% -$8.63M ﹤0.01% 2669
2024
Q4 		$8.97M Buy
+395,100
New +$9.02M 0.02% 803

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

John Overdeck's SCHB Position: Q2 2026 in Review

John Overdeck held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 17,700 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #4142.

John Overdeck first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.97M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • John Overdeck held 17,700 shares of Schwab US Broad Market ETF worth $513K as of Q2 2026.
  • John Overdeck left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4142 holding.
  • John Overdeck first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • John Overdeck's Schwab US Broad Market ETF position peaked at $8.97M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.