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Oppenheimer & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-13,107
Closed -$282K – 1686
2025
Q1 		$282K Hold
13,107
– – ﹤0.01% 1309
2024
Q4 		$298K Hold
13,107
– – ﹤0.01% 1270
2024
Q3 		$291K Buy
+13,107
New +$280K ﹤0.01% 1249
2023
Q2 		– Sell
-12,960
Closed -$207K – 1472
2023
Q1 		$207K Buy
+12,960
New +$203K ﹤0.01% 1254

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Oppenheimer & Co's SCHB Position: Q2 2025 in Review

Oppenheimer & Co sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 13,107 shares — an estimated $282K sold.

Oppenheimer & Co first reported a position in SCHB in Q1 2023 and held it in 4 quarters. The position peaked at $298K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Oppenheimer & Co reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 13,107 Schwab US Broad Market ETF shares in Q2 2025, an estimated $282K.
  • Oppenheimer & Co first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 4 quarters.
  • Oppenheimer & Co's Schwab US Broad Market ETF position peaked at $298K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.