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 Q3	$494K	Hold	16,862	–	–	0.02%	223
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 Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Klingman & Associates's SCHB Position: Q3 2026 in Review

Klingman & Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 16,862 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #223.

Klingman & Associates first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. 947 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Klingman & Associates held 16,862 shares of Schwab US Broad Market ETF worth $494K as of Q3 2026.
Klingman & Associates left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #223 holding.
Klingman & Associates first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 22 quarters since.
947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.