PF
SCHB icon

Penney Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Penney Financial’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 		$2.97M Sell
102,649
-9,599
-9% -$269K 1.04% 18
2026
Q1 		$2.82M Buy
112,248
+1,500
+1% +$39.4K 1.08% 20
2025
Q4 		$2.9M Buy
110,748
+500
+0.5% +$13K 1.12% 20
2025
Q3 		$2.83M Buy
110,248
+6,000
+6% +$149K 1.27% 16
2025
Q2 		$2.48M Buy
104,248
+75,093
+258% +$1.65M 1.26% 17
2025
Q1 		$628K Sell
29,155
-3,100
-10% -$70.5K 0.41% 21
2024
Q4 		$732K Buy
32,255
+10,499
+48% +$240K 0.49% 18
2024
Q3 		$482K Hold
21,756
– – 0.33% 24
2024
Q2 		$456K Sell
21,756
-180
-0.8% -$3.65K 0.33% 23
2024
Q1 		$446K Sell
21,936
-46,410
-68% -$898K 0.33% 22
2023
Q4 		$1.27M Buy
+68,346
New +$1.18M 1.05% 13

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

Penney Financial's SCHB Position: Q2 2026 in Review

Penney Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 8.6% in Q2 2026, selling an estimated $269K and leaving 102,649 shares worth $2.97M. The position accounts for 1.04% of the portfolio, ranked #18.

Penney Financial first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Penney Financial held 102,649 shares of Schwab US Broad Market ETF worth $2.97M as of Q2 2026.
  • Penney Financial sold 9,599 Schwab US Broad Market ETF shares in Q2 2026, an estimated $269K.
  • Schwab US Broad Market ETF made up 1.04% of Penney Financial's portfolio in Q2 2026, its #18 holding.
  • Penney Financial first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.