MML Investors Services
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MML Investors Services’s Schwab US Broad Market ETF SCHB Stock Holding History

MML Investors Services’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
Q1 		$1.19M Sell
47,569
-23,207
-33% -$609K ﹤0.01% 1657
2025
Q4 		$1.86M Buy
70,776
+1,301
+2% +$33.9K ﹤0.01% 1418
2025
Q3 		$1.79M Sell
69,475
-2,640
-4% -$65.3K ﹤0.01% 1384
2025
Q2 		$1.72M Sell
72,115
-5,413
-7% -$119K 0.01% 1338
2025
Q1 		$1.67M Buy
77,528
+1,740
+2% +$39.6K 0.01% 1277
2024
Q4 		$1.72M Sell
75,788
-3,406
-4% -$77.8K 0.01% 1199
2024
Q3 		$1.76M Buy
79,194
+1,239
+2% +$26.5K 0.01% 1167
2024
Q2 		$1.63M Sell
77,955
-47,499
-38% -$962K 0.01% 1135
2024
Q1 		$2.55M Sell
125,454
-304,581
-71% -$5.89M 0.01% 933
2023
Q4 		$7.98M Buy
430,035
+4,218
+1% +$72.9K 0.04% 442
2023
Q3 		$7.08M Buy
425,817
+22,860
+6% +$396K 0.04% 421
2023
Q2 		$6.94M Buy
402,957
+98,829
+32% +$1.61M 0.04% 427
2023
Q1 		$4.85M Sell
304,128
-1,401
-0.5% -$21.9K 0.03% 471
2022
Q4 		$4.56M Buy
305,529
+51,063
+20% +$767K 0.03% 518
2022
Q3 		$3.56M Buy
254,466
+29,976
+13% +$466K 0.03% 541
2022
Q2 		$3.31M Buy
224,490
+28,101
+14% +$451K 0.03% 557
2022
Q1 		$3.5M Buy
196,389
+5,049
+3% +$88.6K 0.02% 575
2021
Q4 		$3.6M Buy
191,340
+14,508
+8% +$267K 0.03% 540
2021
Q3 		$3.06M Buy
176,832
+29,130
+20% +$518K 0.02% 571
2021
Q2 		$2.57M Buy
147,702
+9,174
+7% +$155K 0.02% 616
2021
Q1 		$2.23M Buy
138,528
+7,974
+6% +$126K 0.02% 615
2020
Q4 		$1.98M Buy
130,554
+20,550
+19% +$293K 0.02% 599
2020
Q3 		$1.46M Buy
110,004
+41,466
+61% +$545K 0.02% 639
2020
Q2 		$839K Sell
68,538
-786,510
-92% -$9.07M 0.01% 774
2020
Q1 		$8.61M Buy
855,048
+148,914
+21% +$1.8M 0.15% 170
2019
Q4 		$9.05M Buy
706,134
+79,848
+13% +$980K 0.13% 179
2019
Q3 		$7.41M Buy
626,286
+553,398
+759% +$6.54M 0.12% 190
2019
Q2 		$857K Sell
72,888
-5,580
-7% -$64.4K 0.01% 773
2019
Q1 		$890K Buy
78,468
+2,922
+4% +$31.9K 0.01% 755
2018
Q4 		$755K Buy
75,546
+24,168
+47% +$261K 0.01% 721
2018
Q3 		$603K Buy
51,378
+11,616
+29% +$134K 0.01% 906
2018
Q2 		$437K Buy
39,762
+5,916
+17% +$64.7K 0.01% 906
2018
Q1 		$360K Buy
33,846
+492
+1% +$5.41K 0.01% 988
2017
Q4 		$359K Hold
33,354
– – 0.01% 1007
2017
Q3 		$339K Sell
33,354
-4,386
-12% -$43.5K 0.01% 954
2017
Q2 		$368K Sell
37,740
-5,775,732
-99% -$55.8M 0.01% 893
2017
Q1 		$34M Buy
+5,813,472
New +$54.5M 0.68% 20

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

MML Investors Services's SCHB Position: Q1 2026 in Review

MML Investors Services reduced its Schwab US Broad Market ETF (SCHB) stake by 33% in Q1 2026, selling an estimated $609K and leaving 47,569 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

MML Investors Services first reported a position in SCHB in Q1 2017 and has held it in 37 quarters since. The position peaked at $34M in Q1 2017. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • MML Investors Services held 47,569 shares of Schwab US Broad Market ETF worth $1.19M as of Q1 2026.
  • MML Investors Services sold 23,207 Schwab US Broad Market ETF shares in Q1 2026, an estimated $609K.
  • Schwab US Broad Market ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1657 holding.
  • MML Investors Services first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Schwab US Broad Market ETF position peaked at $34M in Q1 2017.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.