PCM
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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return