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Manchester Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Manchester Financial’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 		$97.9M Sell
3,381,852
-44,977
-1% -$1.26M 17.41% 1
2026
Q1 		$86M Sell
3,426,829
-5,439
-0.2% -$143K 16.51% 1
2025
Q4 		$90M Sell
3,432,268
-19,763
-0.6% -$514K 16.83% 1
2025
Q3 		$88.8M Sell
3,452,031
-78,608
-2% -$1.95M 17.72% 1
2025
Q2 		$84.1M Buy
3,530,639
+30,695
+0.9% +$676K 17.61% 1
2025
Q1 		$75.4M Buy
3,499,944
+8,448
+0.2% +$192K 16.97% 1
2024
Q4 		$79.3M Buy
3,491,496
+15,687
+0.5% +$358K 17.35% 1
2024
Q3 		$77.1M Buy
3,475,809
+960,162
+38% +$20.5M 16.71% 1
2024
Q2 		$52.7M Buy
2,515,647
+77,511
+3% +$1.57M 12.97% 1
2024
Q1 		$49.6M Buy
2,438,136
+99,591
+4% +$1.93M 12.94% 2
2023
Q4 		$43.4M Sell
2,338,545
-9,666
-0.4% -$167K 12.13% 2
2023
Q3 		$39M Sell
2,348,211
-60,084
-2% -$1.04M 11.46% 2
2023
Q2 		$41.5M Buy
2,408,295
+16,071
+0.7% +$262K 11.77% 2
2023
Q1 		$38.2M Buy
2,392,224
+26,883
+1% +$420K 11.05% 2
2022
Q4 		$35.3M Buy
2,365,341
+87,756
+4% +$1.32M 9.56% 2
2022
Q3 		$31.9M Buy
2,277,585
+183,477
+9% +$2.85M 9.17% 2
2022
Q2 		$30.8M Buy
2,094,108
+30,522
+1% +$490K 11.94% 1
2022
Q1 		$36.7M Buy
2,063,586
+120,522
+6% +$2.12M 13.19% 1
2021
Q4 		$36.6M Buy
1,943,064
+108,282
+6% +$1.99M 12.84% 1
2021
Q3 		$31.8M Buy
1,834,782
+87,024
+5% +$1.55M 12.16% 1
2021
Q2 		$30.4M Buy
1,747,758
+132,186
+8% +$2.24M 12.01% 1
2021
Q1 		$26M Buy
1,615,572
+107,826
+7% +$1.7M 12.07% 1
2020
Q4 		$22.9M Buy
1,507,746
+161,448
+12% +$2.3M 14.2% 1
2020
Q3 		$17.9M Sell
1,346,298
-12,432
-0.9% -$163K 13.58% 1
2020
Q2 		$16.6M Sell
1,358,730
-1,828,794
-57% -$21.1M 13.51% 1
2020
Q1 		$32.1M Sell
3,187,524
-176,934
-5% -$2.14M 23.7% 1
2019
Q4 		$43.1M Sell
3,364,458
-80,508
-2% -$988K 16.89% 1
2019
Q3 		$40.8M Sell
3,444,966
-31,824
-0.9% -$376K 17.89% 1
2019
Q2 		$40.9M Sell
3,476,790
-194,340
-5% -$2.24M 18.38% 1
2019
Q1 		$41.6M Sell
3,671,130
-1,640,472
-31% -$17.9M 20.19% 1
2018
Q4 		$53.1M Buy
+5,311,602
New +$57.4M 28.68% 1

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

Manchester Financial's SCHB Position: Q2 2026 in Review

Manchester Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q2 2026, selling an estimated $1.26M and leaving 3,381,852 shares worth $97.9M. The position accounts for 17.41% of the portfolio, ranked #1.

Manchester Financial first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Manchester Financial held 3,381,852 shares of Schwab US Broad Market ETF worth $97.9M as of Q2 2026.
  • Manchester Financial sold 44,977 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.26M.
  • Schwab US Broad Market ETF made up 17.41% of Manchester Financial's portfolio in Q2 2026, its #1 holding.
  • Manchester Financial first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.