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John W. Brooker & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

John W. Brooker & Co’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 		$443K Buy
15,301
+12
+0.1% +$336 0.54% 45
2026
Q1 		$384K Buy
15,289
+12
+0.1% +$315 0.6% 43
2025
Q4 		$401K Buy
15,277
+13
+0.1% +$338 0.72% 36
2025
Q3 		$392K Sell
15,264
-257
-2% -$6.36K 0.8% 29
2025
Q2 		$375K Sell
15,521
-125,748
-89% -$2.77M 0.88% 26
2025
Q1 		$3.04M Buy
141,269
+599
+0.4% +$13.6K 1.26% 22
2024
Q4 		$3.19M Buy
140,670
+219
+0.2% +$5K 1.38% 22
2024
Q3 		$3.11M Sell
140,451
-117
-0.1% -$2.5K 1.43% 21
2024
Q2 		$2.95M Sell
140,568
-1,959
-1% -$39.7K 1.48% 20
2024
Q1 		$2.9M Buy
142,527
+819
+0.6% +$15.8K 1.56% 17
2023
Q4 		$2.63M Buy
141,708
+2,523
+2% +$43.6K 1.52% 17
2023
Q3 		$2.31M Sell
139,185
-2,586
-2% -$44.8K 1.46% 19
2023
Q2 		$2.44M Buy
141,771
+567
+0.4% +$9.24K 1.58% 18
2023
Q1 		$2.27M Sell
141,204
-2,682
-2% -$41.9K 1.5% 19
2022
Q4 		$2.15M Sell
143,886
-7,026
-5% -$106K 1.41% 19
2022
Q3 		$2.11M Sell
150,912
-15,402
-9% -$240K 1.36% 19
2022
Q2 		$2.45M Buy
166,314
+24,030
+17% +$386K 1.5% 19
2022
Q1 		$2.53M Buy
142,284
+2,568
+2% +$45.1K 1.37% 20
2021
Q4 		$2.63M Sell
139,716
-1,278
-0.9% -$23.5K 1.35% 21
2021
Q3 		$2.44M Buy
140,994
+576
+0.4% +$10.2K 1.37% 20
2021
Q2 		$2.44M Sell
140,418
-1,200
-0.8% -$20.3K 1.42% 20
2021
Q1 		$2.28M Buy
141,618
+3,600
+3% +$56.8K 1.42% 19
2020
Q4 		$2.09M Buy
138,018
+5,106
+4% +$72.7K 1.37% 19
2020
Q3 		$1.76M Sell
132,912
-9,258
-7% -$122K 1.23% 20
2020
Q2 		$1.74M Sell
142,170
-4,326
-3% -$49.9K 1.24% 20
2020
Q1 		$1.48M Buy
146,496
+13,356
+10% +$162K 1.06% 22
2019
Q4 		$1.71M Buy
+133,140
New +$1.63M 1.09% 23

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

John W. Brooker & Co's SCHB Position: Q2 2026 in Review

John W. Brooker & Co increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q2 2026, buying an estimated $336 and bringing the position to 15,301 shares worth $443K. The position accounts for 0.54% of the portfolio, ranked #45.

John W. Brooker & Co first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • John W. Brooker & Co held 15,301 shares of Schwab US Broad Market ETF worth $443K as of Q2 2026.
  • John W. Brooker & Co bought 12 Schwab US Broad Market ETF shares in Q2 2026, an estimated $336.
  • Schwab US Broad Market ETF made up 0.54% of John W. Brooker & Co's portfolio in Q2 2026, its #45 holding.
  • John W. Brooker & Co first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • John W. Brooker & Co's Schwab US Broad Market ETF position peaked at $3.19M in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.