Koshinski Asset Management
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Koshinski Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Koshinski Asset Management’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 		$3.97M Sell
137,176
-600
-0.4% -$16.8K 0.21% 104
2026
Q1 		$3.46M Sell
137,776
-383
-0.3% -$10.1K 0.22% 101
2025
Q4 		$3.62M Sell
138,159
-6,631
-5% -$173K 0.23% 95
2025
Q3 		$3.72M Buy
144,790
+634
+0.4% +$15.7K 0.25% 88
2025
Q2 		$3.44M Sell
144,156
-4,345
-3% -$95.7K 0.26% 84
2025
Q1 		$3.2M Buy
148,501
+2,761
+2% +$62.8K 0.27% 82
2024
Q4 		$3.31B Sell
145,740
-31,053
-18% -$709K 0.28% 79
2024
Q3 		$3.92M Sell
176,793
-2,592
-1% -$55.3K 0.34% 62
2024
Q2 		$3.83M Sell
179,385
-381
-0.2% -$7.72K 0.35% 59
2024
Q1 		$3.66M Sell
179,766
-69,444
-28% -$1.34M 0.37% 56
2023
Q4 		$4.62M Buy
249,210
+66,903
+37% +$1.16M 0.7% 25
2023
Q3 		$3.03M Sell
182,307
-2,724
-1% -$47.1K 0.35% 61
2023
Q2 		$3.19M Sell
185,031
-63,171
-25% -$1.03M 0.34% 65
2023
Q1 		$3.96M Sell
248,202
-2,577
-1% -$40.3K 0.39% 60
2022
Q4 		$3.75M Buy
250,779
+11,043
+5% +$166K 0.36% 62
2022
Q3 		$3.35M Sell
239,736
-2,502
-1% -$38.9K 0.4% 57
2022
Q2 		$3.57M Sell
242,238
-768
-0.3% -$12.3K 0.35% 69
2022
Q1 		$4.32M Sell
243,006
-9,570
-4% -$168K 0.36% 60
2021
Q4 		$4.76M Buy
252,576
+1,062
+0.4% +$19.5K 0.38% 51
2021
Q3 		$4.35M Buy
251,514
+55,602
+28% +$989K 0.38% 52
2021
Q2 		$3.4M Sell
195,912
-59,130
-23% -$1M 0.43% 51
2021
Q1 		$4.11M Sell
255,042
-8,250
-3% -$130K 0.44% 48
2020
Q4 		$3.99M Sell
263,292
-3,012
-1% -$42.9K 0.51% 35
2020
Q3 		$3.74K Sell
266,304
-5,256
-2% -$69.1K 0.5% 39
2020
Q2 		$3.33M Sell
271,560
-1,182
-0.4% -$13.6K 0.54% 42
2020
Q1 		$2.75M Sell
272,742
-15,252
-5% -$185K 0.58% 38
2019
Q4 		$3.68M Buy
287,994
+194,106
+207% +$2.38M 0.63% 29
2019
Q3 		$1.11M Buy
93,888
+15,588
+20% +$184K 0.77% 39
2019
Q2 		$920K Sell
78,300
-23,034
-23% -$266K 0.37% 81
2019
Q1 		$1.15K Buy
101,334
+4,104
+4% +$44.8K 0.31% 94
2018
Q4 		$971K Sell
97,230
-70,362
-42% -$761K 0.24% 130
2018
Q3 		$1.97M Buy
167,592
+87,108
+108% +$1M 0.28% 104
2018
Q2 		$885K Sell
80,484
-3,768
-4% -$41.2K 0.27% 119
2018
Q1 		$896K Sell
84,252
-11,880
-12% -$131K 0.28% 118
2017
Q4 		$1.03M Buy
96,132
+67,788
+239% +$711K 0.26% 127
2017
Q3 		$288K Buy
28,344
+3,144
+12% +$31.2K 0.09% 296
2017
Q2 		$246K Buy
25,200
+12
+0% +$116 0.09% 313
2017
Q1 		$240K Buy
25,188
+714
+3% +$6.7K 0.09% 276
2016
Q4 		$221K Buy
+24,474
New +$216K 0.11% 260

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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

Koshinski Asset Management's SCHB Position: Q2 2026 in Review

Koshinski Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.44% in Q2 2026, selling an estimated $16.8K and leaving 137,176 shares worth $3.97M. The position accounts for 0.21% of the portfolio, ranked #104.

Koshinski Asset Management first reported a position in SCHB in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.31B in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Koshinski Asset Management held 137,176 shares of Schwab US Broad Market ETF worth $3.97M as of Q2 2026.
  • Koshinski Asset Management sold 600 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab US Broad Market ETF made up 0.21% of Koshinski Asset Management's portfolio in Q2 2026, its #104 holding.
  • Koshinski Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Koshinski Asset Management's Schwab US Broad Market ETF position peaked at $3.31B in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.