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Morton Brown Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Morton Brown Family Wealth’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 		$123M Buy
4,261,509
+243,641
+6% +$6.82M 27.98% 1
2026
Q1 		$101M Buy
4,017,868
+170,427
+4% +$4.47M 26.65% 1
2025
Q4 		$101M Buy
3,847,441
+18,364
+0.5% +$478K 27.48% 1
2025
Q3 		$98.4M Sell
3,829,077
-4,855
-0.1% -$120K 28.25% 1
2025
Q2 		$91.4M Buy
3,833,932
+151,170
+4% +$3.33M 27.79% 1
2025
Q1 		$79.3M Buy
3,682,762
+112,188
+3% +$2.55M 26.95% 1
2024
Q4 		$81.1M Buy
3,570,574
+111,169
+3% +$2.54M 28.25% 1
2024
Q3 		$76.7M Buy
3,459,405
+265,923
+8% +$5.68M 27.26% 1
2024
Q2 		$68.2M Buy
3,193,482
+54,177
+2% +$1.1M 26.93% 1
2024
Q1 		$63.9M Buy
3,139,305
+14,712
+0.5% +$285K 26.37% 1
2023
Q4 		$58M Buy
3,124,593
+103,101
+3% +$1.78M 25.4% 1
2023
Q3 		$50.2M Buy
3,021,492
+262,317
+10% +$4.54M 25.67% 1
2023
Q2 		$47.5M Buy
2,759,175
+373,251
+16% +$6.08M 25.39% 1
2023
Q1 		$38.1M Buy
2,385,924
+307,875
+15% +$4.81M 22.69% 1
2022
Q4 		$31M Buy
2,078,049
+164,448
+9% +$2.47M 21.16% 1
2022
Q3 		$26.8M Sell
1,913,601
-166,638
-8% -$2.59M 21.35% 1
2022
Q2 		$30.6M Buy
2,080,239
+91,797
+5% +$1.47M 23.73% 1
2022
Q1 		$35.4M Buy
1,988,442
+113,880
+6% +$2M 26.74% 1
2021
Q4 		$35.3M Buy
+1,874,562
New +$34.5M 27.06% 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

Morton Brown Family Wealth's SCHB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q2 2026, buying an estimated $6.82M and bringing the position to 4,261,509 shares worth $123M. The position accounts for 27.98% of the portfolio, ranked #1.

Morton Brown Family Wealth first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Morton Brown Family Wealth held 4,261,509 shares of Schwab US Broad Market ETF worth $123M as of Q2 2026.
  • Morton Brown Family Wealth bought 243,641 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.82M.
  • Schwab US Broad Market ETF made up 27.98% of Morton Brown Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Morton Brown Family Wealth first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.