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Meritage Portfolio Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Meritage Portfolio 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
2025
Q4 		$1.58M Sell
60,315
-1,809
-3% -$47.1K 0.11% 163
2025
Q3 		$1.6M Sell
62,124
-4,825
-7% -$119K 0.11% 168
2025
Q2 		$1.6M Sell
66,949
-16,162
-19% -$356K 0.1% 167
2025
Q1 		$1.79M Sell
83,111
-11,896
-13% -$271K 0.12% 167
2024
Q4 		$2.16M Sell
95,007
-3,000
-3% -$68.5K 0.13% 161
2024
Q3 		$2.17M Buy
98,007
+28,710
+41% +$613K 0.13% 170
2024
Q2 		$1.45M Buy
69,297
+8,457
+14% +$171K 0.09% 182
2024
Q1 		$1.24M Sell
60,840
-141
-0.2% -$2.73K 0.08% 189
2023
Q4 		$1.13M Sell
60,981
-5,343
-8% -$92.3K 0.07% 188
2023
Q3 		$1.1M Buy
66,324
+7,092
+12% +$123K 0.08% 187
2023
Q2 		$1.02M Sell
59,232
-16,818
-22% -$274K 0.07% 191
2023
Q1 		$1.21M Sell
76,050
-12,816
-14% -$200K 0.09% 175
2022
Q4 		$1.33M Sell
88,866
-2,256
-2% -$33.9K 0.1% 179
2022
Q3 		$1.27M Hold
91,122
– – 0.11% 186
2022
Q2 		$1.34M Sell
91,122
-5,670
-6% -$91K 0.1% 182
2022
Q1 		$1.72M Sell
96,792
-870
-0.9% -$15.3K 0.11% 180
2021
Q4 		$1.84M Sell
97,662
-498
-0.5% -$9.16K 0.1% 175
2021
Q3 		$1.7M Sell
98,160
-1,542
-2% -$27.4K 0.1% 178
2021
Q2 		$1.73M Hold
99,702
– – 0.1% 185
2021
Q1 		$1.61M Sell
99,702
-12,528
-11% -$198K 0.11% 184
2020
Q4 		$1.7M Sell
112,230
-918
-0.8% -$13.1K 0.13% 177
2020
Q3 		$1.5M Buy
113,148
+3,918
+4% +$51.5K 0.13% 171
2020
Q2 		$1.34M Buy
109,230
+46,752
+75% +$539K 0.13% 160
2020
Q1 		$629K Buy
62,478
+4,050
+7% +$49K 0.09% 145
2019
Q4 		$749K Buy
58,428
+35,940
+160% +$441K 0.07% 187
2019
Q3 		$266K Buy
+22,488
New +$266K 0.03% 212
2018
Q4 		– Sell
-48,288
Closed -$566K – 200
2018
Q3 		$566K Buy
+48,288
New +$557K 0.05% 172
2017
Q1 		– Sell
-69,660
Closed -$629K – 203
2016
Q4 		$629K Buy
69,660
+45,330
+186% +$399K 0.07% 157
2016
Q3 		$212K Sell
24,330
-8,550
-26% -$74.2K 0.02% 176
2016
Q2 		$276K Buy
+32,880
New +$273K 0.03% 178

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Meritage Portfolio Management's SCHB Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q4 2025, selling an estimated $47.1K and leaving 60,315 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #163.

Meritage Portfolio Management first reported a position in SCHB in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.17M in Q3 2024. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Meritage Portfolio Management held 60,315 shares of Schwab US Broad Market ETF worth $1.58M as of Q4 2025.
  • Meritage Portfolio Management sold 1,809 Schwab US Broad Market ETF shares in Q4 2025, an estimated $47.1K.
  • Schwab US Broad Market ETF made up 0.11% of Meritage Portfolio Management's portfolio in Q4 2025, its #163 holding.
  • Meritage Portfolio Management first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 30 quarters since.
  • Meritage Portfolio Management's Schwab US Broad Market ETF position peaked at $2.17M in Q3 2024.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.