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MTM Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

MTM Investment 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
2026
Q2 		$11.6K Hold
402
– – ﹤0.01% 507
2026
Q1 		$10.1K Hold
402
– – ﹤0.01% 522
2025
Q4 		$10.5K Hold
402
– – ﹤0.01% 521
2025
Q3 		$10.3K Hold
402
– – ﹤0.01% 531
2025
Q2 		$9.58K Hold
402
– – ﹤0.01% 543
2025
Q1 		$8.69K Buy
+402
New +$9.14K ﹤0.01% 257
2024
Q2 		– Sell
-402
Closed -$8.18K – 275
2024
Q1 		$8.18K Buy
+402
New +$7.78K ﹤0.01% 263

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

MTM Investment Management's SCHB Position: Q2 2026 in Review

MTM Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 402 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

MTM Investment Management first reported a position in SCHB in Q1 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MTM Investment Management held 402 shares of Schwab US Broad Market ETF worth $11.6K as of Q2 2026.
  • MTM Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #507 holding.
  • MTM Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.