Palisade Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Palisade Asset 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
2025 Q4	–	Sell	-2,634	Closed	-$67.7K	–	581
2025 Q3	$67.7K	Buy	+2,634	New	+$65.2K	0.01%	255
2024 Q2	–	Sell	-2,775	Closed	-$56.5K	–	354
2024 Q1	$56.5K	Buy	+2,775	New	+$53.7K	0.01%	260
2022 Q1	–	Sell	-14,988	Closed	-$282K	–	185
2021 Q4	$282K	Sell	14,988 -9,660	-39%	-$178K	0.03%	168
2021 Q3	$427K	Hold	24,648	–	–	0.05%	151
2021 Q2	$428K	Buy	24,648 +4,500	+22%	+$76.2K	0.05%	150
2021 Q1	$325K	Buy	20,148 +720	+4%	+$11.4K	0.04%	158
2020 Q4	$295K	Buy	+19,428	New	+$277K	0.04%	160

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Palisade Asset Management's SCHB Position: Q4 2025 in Review

Palisade Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 2,634 shares — an estimated $67.7K sold.

Palisade Asset Management first reported a position in SCHB in Q4 2020 and held it in 7 quarters. The position peaked at $428K in Q2 2021. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

Palisade Asset Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 2,634 Schwab US Broad Market ETF shares in Q4 2025, an estimated $67.7K.
Palisade Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 7 quarters.
Palisade Asset Management's Schwab US Broad Market ETF position peaked at $428K in Q2 2021.
1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.