PMSA
SCHB icon

Patrick M. Sweeney & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Patrick M. Sweeney & Associates’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 		$212K Buy
+7,310
New +$205K 0.12% 167

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 $103B AUM 28.65% 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

Patrick M. Sweeney & Associates's SCHB Position: Q2 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,310 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #167 among its holdings.

1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Patrick M. Sweeney & Associates held 7,310 shares of Schwab US Broad Market ETF worth $212K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Patrick M. Sweeney & Associates position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #167 holding.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.