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MassMutual Private Wealth & Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-35,500
Closed -$891K – 2484
2026
Q1 		$891K Sell
35,500
-725
-2% -$19K 0.02% 256
2025
Q4 		$950K Hold
36,225
– – 0.02% 245
2025
Q3 		$931K Hold
36,225
– – 0.02% 248
2025
Q2 		$863K Sell
36,225
-2,350
-6% -$51.8K 0.02% 259
2025
Q1 		$831K Hold
38,575
– – 0.02% 264
2024
Q4 		$876K Sell
38,575
-425
-1% -$9.71K 0.02% 258
2024
Q3 		$865K Hold
39,000
– – 0.02% 250
2024
Q2 		$817K Sell
39,000
-1,125
-3% -$22.8K 0.02% 256
2024
Q1 		$817K Hold
40,125
– – 0.03% 250
2023
Q4 		$745K Hold
40,125
– – 0.03% 250
2023
Q3 		$667K Sell
40,125
-1,521
-4% -$26.3K 0.02% 256
2023
Q2 		$718K Hold
41,646
– – 0.03% 244
2023
Q1 		$664K Hold
41,646
– – 0.03% 248
2022
Q4 		$622K Sell
41,646
-672
-2% -$10.1K 0.03% 260
2022
Q3 		$592K Hold
42,318
– – 0.03% 254
2022
Q2 		$623K Hold
42,318
– – 0.03% 253
2022
Q1 		$753K Sell
42,318
-2,556
-6% -$44.9K 0.03% 253
2021
Q4 		$845K Hold
44,874
– – 0.03% 255
2021
Q3 		$777K Buy
44,874
+672
+2% +$12K 0.03% 248
2021
Q2 		$768K Hold
44,202
– – 0.03% 251
2021
Q1 		$712K Buy
44,202
+2,556
+6% +$40.3K 0.03% 250
2020
Q4 		$632K Hold
41,646
– – 0.03% 257
2020
Q3 		$553K Hold
41,646
– – 0.03% 250
2020
Q2 		$510K Hold
41,646
– – 0.03% 247
2020
Q1 		$419K Hold
41,646
– – 0.03% 244
2019
Q4 		$534K Hold
41,646
– – 0.03% 262
2019
Q3 		$493K Sell
41,646
-5,850
-12% -$69.1K 0.03% 262
2019
Q2 		$558K Hold
47,496
– – 0.04% 249
2019
Q1 		$539K Hold
47,496
– – 0.04% 253
2018
Q4 		$474K Hold
47,496
– – 0.04% 245
2018
Q3 		$557K Hold
47,496
– – 0.04% 250
2018
Q2 		$522K Hold
47,496
– – 0.04% 242
2018
Q1 		$505K Hold
47,496
– – 0.04% 234
2017
Q4 		$511K Hold
47,496
– – 0.04% 239
2017
Q3 		$482K Hold
47,496
– – 0.04% 239
2017
Q2 		$463K Buy
+47,496
New +$459K 0.04% 230

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 35,500 shares — an estimated $891K sold.

MassMutual Private Wealth & Trust first reported a position in SCHB in Q2 2017 and held it in 36 quarters. The position peaked at $950K in Q4 2025. 742 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 35,500 Schwab US Broad Market ETF shares in Q2 2026, an estimated $891K.
  • MassMutual Private Wealth & Trust first reported a position in Schwab US Broad Market ETF in Q2 2017 and held it in 36 quarters.
  • MassMutual Private Wealth & Trust's Schwab US Broad Market ETF position peaked at $950K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.