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Passive Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Passive Capital 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
2026
Q2 		$13.8M Sell
526,727
-1,487
-0.3% -$41.6K 4.32% 8
2026
Q1 		$13.3M Buy
528,214
+1,487
+0.3% +$39K 3.96% 8
2025
Q4 		$13.8M Buy
526,727
+2,125
+0.4% +$55.3K 4.32% 8
2025
Q3 		$13.5M Sell
524,602
-15,497
-3% -$384K 4.4% 8
2025
Q2 		$12.9M Sell
540,099
-5,765
-1% -$127K 4% 8
2025
Q1 		$11.8M Buy
545,864
+6,638
+1% +$151K 3.72% 9
2024
Q4 		$12.2M Sell
539,226
-5,370
-1% -$123K 4.31% 6
2024
Q3 		$12.1M Sell
544,596
-9,288
-2% -$198K 4.22% 7
2024
Q2 		$11.6M Sell
553,884
-2,106
-0.4% -$42.7K 4.31% 7
2024
Q1 		$11.3M Sell
555,990
-2,307
-0.4% -$44.6K 4.43% 6
2023
Q4 		$10.4M Sell
558,297
-49,698
-8% -$858K 4.21% 6
2023
Q3 		$10.1M Sell
607,995
-3,141
-0.5% -$54.4K 4.52% 7
2023
Q2 		$10.5M Buy
611,136
+2,718
+0.4% +$44.3K 4.47% 7
2023
Q1 		$9.7M Sell
608,418
-6,237
-1% -$97.5K 4.23% 7
2022
Q4 		$9.18M Buy
614,655
+27,465
+5% +$413K 4.18% 7
2022
Q3 		$8.22M Sell
587,190
-55,503
-9% -$863K 4.34% 6
2022
Q2 		$9.47M Buy
642,693
+24,756
+4% +$397K 4.82% 5
2022
Q1 		$11M Buy
617,937
+113,901
+23% +$2M 5.89% 4
2021
Q4 		$9.49M Buy
+504,036
New +$9.27M 5.38% 4

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

Passive Capital Management's SCHB Position: Q2 2026 in Review

Passive Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, selling an estimated $41.6K and leaving 526,727 shares worth $13.8M. The position accounts for 4.32% of the portfolio, ranked #8.

Passive Capital Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Passive Capital Management held 526,727 shares of Schwab US Broad Market ETF worth $13.8M as of Q2 2026.
  • Passive Capital Management sold 1,487 Schwab US Broad Market ETF shares in Q2 2026, an estimated $41.6K.
  • Schwab US Broad Market ETF made up 4.32% of Passive Capital Management's portfolio in Q2 2026, its #8 holding.
  • Passive Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.