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Park Avenue Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Park Avenue Securities’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 		$1.28M Buy
+44,302
New +$1.24M 0.01% 843
2026
Q1 		– Sell
-45,283
Closed -$1.19M – 1673
2025
Q4 		$1.19M Buy
45,283
+3,367
+8% +$87.7K 0.01% 731
2025
Q3 		$1.08M Buy
41,916
+203
+0.5% +$5.03K 0.01% 846
2025
Q2 		$994K Buy
41,713
+4,040
+11% +$89K 0.01% 782
2025
Q1 		$811K Buy
37,673
+1,249
+3% +$28.4K 0.01% 690
2024
Q4 		$827K Buy
36,424
+4
+0% +$91 0.01% 855
2024
Q3 		$808K Sell
36,420
-3
-0% -$64 0.01% 770
2024
Q2 		$763K Sell
36,423
-1,122
-3% -$22.7K 0.01% 784
2024
Q1 		$764K Buy
37,545
+1,497
+4% +$29K 0.01% 788
2023
Q4 		$669K Buy
36,048
+513
+1% +$8.86K 0.01% 788
2023
Q3 		$590K Buy
+35,535
New +$615K 0.01% 771

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

Park Avenue Securities's SCHB Position: Q2 2026 in Review

Park Avenue Securities opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 44,302 shares worth $1.28M. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in SCHB as recently as Q4 2025.

Park Avenue Securities first reported a position in SCHB in Q3 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Park Avenue Securities held 44,302 shares of Schwab US Broad Market ETF worth $1.28M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Park Avenue Securities position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #843 holding.
  • Park Avenue Securities first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.