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Pachira Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Pachira Investments’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 		$224K Sell
7,746
-2,062
-21% -$57.7K 0.08% 74
2026
Q1 		$246K Sell
9,808
-34
-0.3% -$892 0.12% 68
2025
Q4 		$258K Sell
9,842
-4,828
-33% -$126K 0.13% 64
2025
Q3 		$377K Sell
14,670
-1,334
-8% -$33K 0.21% 51
2025
Q2 		$381K Sell
16,004
-1,365
-8% -$30.1K 0.29% 41
2025
Q1 		$372K Buy
17,369
+1,930
+13% +$43.9K 0.26% 43
2024
Q4 		$352K Sell
15,439
-743
-5% -$17K 0.22% 44
2024
Q3 		$359K Buy
16,182
+4,089
+34% +$87.3K 0.28% 38
2024
Q2 		$253K Sell
12,093
-132
-1% -$2.67K 0.22% 39
2024
Q1 		$249K Sell
12,225
-483
-4% -$9.35K 0.2% 42
2023
Q4 		$236K Sell
12,708
-1,086
-8% -$18.8K 0.21% 38
2023
Q3 		$229K Sell
13,794
-168
-1% -$2.91K 0.26% 34
2023
Q2 		$241K Buy
+13,962
New +$228K 0.26% 33
2022
Q3 		– Sell
-61,689
Closed -$909K – 24
2022
Q2 		$909K Sell
61,689
-123
-0.2% -$1.97K 1.4% 9
2022
Q1 		$1.1M Sell
61,812
-10,080
-14% -$177K 0.85% 11
2021
Q4 		$1.35M Sell
71,892
-6,252
-8% -$115K 0.87% 13
2021
Q3 		$1.35M Sell
78,144
-936
-1% -$16.6K 0.96% 10
2021
Q2 		$1.37M Sell
79,080
-40,668
-34% -$688K 0.97% 11
2021
Q1 		$1.93M Sell
119,748
-25,824
-18% -$407K 1.42% 13
2020
Q4 		$2.21M Sell
145,572
-21,882
-13% -$312K 2.11% 9
2020
Q3 		$2.22M Buy
+167,454
New +$2.2M 2.9% 6
2020
Q1 		– Sell
-49,878
Closed -$639K – 15
2019
Q4 		$639K Sell
49,878
-1,188
-2% -$14.6K 0.53% 7
2019
Q3 		$604K Buy
51,066
+636
+1% +$7.51K 0.67% 6
2019
Q2 		$593K Sell
50,430
-1,254
-2% -$14.5K 0.66% 6
2019
Q1 		$586K Sell
51,684
-3,048
-6% -$33.3K 0.53% 7
2018
Q4 		$547K Buy
54,732
+24,312
+80% +$263K 0.71% 7
2018
Q3 		$357K Buy
30,420
+1,008
+3% +$11.6K 0.36% 9
2018
Q2 		$323K Buy
29,412
+1,098
+4% +$12K 0.33% 9
2018
Q1 		$301K Sell
28,314
-1,134
-4% -$12.5K 0.25% 9
2017
Q4 		$317K Buy
29,448
+678
+2% +$7.11K 0.27% 9
2017
Q3 		$292K Sell
28,770
-114
-0.4% -$1.13K 0.26% 8
2017
Q2 		$281K Buy
28,884
+408
+1% +$3.94K 0.25% 8
2017
Q1 		$271K Buy
28,476
+276
+1% +$2.59K 0.25% 8
2016
Q4 		$255K Buy
+28,200
New +$248K 0.24% 10

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Pachira Investments's SCHB Position: Q2 2026 in Review

Pachira Investments reduced its Schwab US Broad Market ETF (SCHB) stake by 21% in Q2 2026, selling an estimated $57.7K and leaving 7,746 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #74.

Pachira Investments first reported a position in SCHB in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.22M in Q3 2020. 683 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pachira Investments held 7,746 shares of Schwab US Broad Market ETF worth $224K as of Q2 2026.
  • Pachira Investments sold 2,062 Schwab US Broad Market ETF shares in Q2 2026, an estimated $57.7K.
  • Schwab US Broad Market ETF made up 0.08% of Pachira Investments's portfolio in Q2 2026, its #74 holding.
  • Pachira Investments first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 34 quarters since.
  • Pachira Investments's Schwab US Broad Market ETF position peaked at $2.22M in Q3 2020.
  • 683 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.