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Klingman & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Klingman & Associates’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 		$488K Hold
16,862
– – 0.02% 205
2026
Q1 		$423K Hold
16,862
– – 0.02% 212
2025
Q4 		$442K Sell
16,862
-570
-3% -$14.8K 0.02% 203
2025
Q3 		$448K Buy
17,432
+32
+0.2% +$792 0.02% 204
2025
Q2 		$415K Hold
17,400
– – 0.02% 195
2025
Q1 		$375K Hold
17,400
– – 0.02% 191
2024
Q4 		$395K Buy
17,400
+570
+3% +$13K 0.02% 178
2024
Q3 		$373K Hold
16,830
– – 0.02% 190
2024
Q2 		$353K Hold
16,830
– – 0.02% 175
2024
Q1 		$342K Hold
16,830
– – 0.02% 182
2023
Q4 		$312K Hold
16,830
– – 0.02% 180
2023
Q3 		$280K Hold
16,830
– – 0.02% 182
2023
Q2 		$290K Hold
16,830
– – 0.02% 173
2023
Q1 		$268K Buy
16,830
+2,838
+20% +$44.4K 0.02% 164
2022
Q4 		$209K Buy
+13,992
New +$210K 0.02% 193
2022
Q3 		– Sell
-13,992
Closed -$206K – 198
2022
Q2 		$206K Hold
13,992
– – 0.02% 185
2022
Q1 		$249K Hold
13,992
– – 0.02% 178
2021
Q4 		$264K Hold
13,992
– – 0.02% 154
2021
Q3 		$242K Hold
13,992
– – 0.02% 154
2021
Q2 		$243K Hold
13,992
– – 0.02% 143
2021
Q1 		$226K Buy
+13,992
New +$221K 0.02% 152

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

Klingman & Associates's SCHB Position: Q2 2026 in Review

Klingman & Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,862 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #205.

Klingman & Associates first reported a position in SCHB in Q1 2021 and has held it in 21 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Klingman & Associates held 16,862 shares of Schwab US Broad Market ETF worth $488K as of Q2 2026.
  • Klingman & Associates left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #205 holding.
  • Klingman & Associates first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.