&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 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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

&Partners's SCHB Position: Q1 2026 in Review

&Partners increased its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q1 2026, buying an estimated $326K and bringing the position to 585,739 shares worth $14.7M. The position accounts for 0.07% of the portfolio, ranked #253.

&Partners first reported a position in SCHB in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

&Partners held 585,739 shares of Schwab US Broad Market ETF worth $14.7M as of Q1 2026.
&Partners bought 12,439 Schwab US Broad Market ETF shares in Q1 2026, an estimated $326K.
Schwab US Broad Market ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #253 holding.
&Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Schwab US Broad Market ETF position peaked at $15.1M in Q4 2025.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.