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SCHB icon

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

&Partners’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 		$18M Buy
619,998
+34,259
+6% +$959K 0.07% 247
2026
Q1 		$14.7M Buy
585,739
+12,439
+2% +$326K 0.07% 253
2025
Q4 		$15.1M Buy
573,300
+483,850
+541% +$12.6M 0.08% 236
2025
Q3 		$2.3M Buy
89,450
+3,405
+4% +$84.3K 0.01% 698
2025
Q2 		$2.08M Sell
86,045
-1,237
-1% -$27.2K 0.02% 651
2025
Q1 		$1.87M Sell
87,282
-27,900
-24% -$635K 0.02% 566
2024
Q4 		$2.64M Buy
115,182
+62,151
+117% +$1.42M 0.03% 414
2024
Q3 		$1.18M Buy
53,031
+36,906
+229% +$788K 0.02% 511
2024
Q2 		$338K Buy
+16,125
New +$327K 0.01% 674

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

&Partners's SCHB Position: Q2 2026 in Review

&Partners increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q2 2026, buying an estimated $959K and bringing the position to 619,998 shares worth $18M. The position accounts for 0.07% of the portfolio, ranked #247.

&Partners first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • &Partners held 619,998 shares of Schwab US Broad Market ETF worth $18M as of Q2 2026.
  • &Partners bought 34,259 Schwab US Broad Market ETF shares in Q2 2026, an estimated $959K.
  • Schwab US Broad Market ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #247 holding.
  • &Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.