MOTCO’s Schwab US Broad Market ETF SCHB Stock Holding History

MOTCO’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	–	Sell	-592	Closed	-$15.5K	–	654
2025 Q4	$15.5K	Hold	592	–	–	﹤0.01%	432
2025 Q3	$15.2K	Buy	+592	New	+$14.7K	﹤0.01%	429

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

MOTCO's SCHB Position: Q1 2026 in Review

MOTCO sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 592 shares — an estimated $15.5K sold.

MOTCO first reported a position in SCHB in Q3 2025 and held it in 2 quarters. The position peaked at $15.5K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

MOTCO reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
MOTCO sold 592 Schwab US Broad Market ETF shares in Q1 2026, an estimated $15.5K.
MOTCO first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 2 quarters.
MOTCO's Schwab US Broad Market ETF position peaked at $15.5K in Q4 2025.
1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.