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

Pennsylvania 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	$260K	Buy	8,975 +513	+6%	+$14.4K	0.07%	108
2026 Q1	$212K	Buy	8,462 +716	+9%	+$18.8K	0.06%	112
2025 Q4	$203K	Sell	7,746 -1,160	-13%	-$30.2K	0.06%	111
2025 Q3	$229K	Buy	8,906 +153	+2%	+$3.79K	0.07%	101
2025 Q2	$209K	Buy	+8,753	New	+$193K	0.07%	105
2024 Q1	–	Sell	-13,836	Closed	-$257K	–	90
2023 Q4	$257K	Buy	+13,836	New	+$239K	0.1%	83
2020 Q2	–	Sell	-23,154	Closed	-$224K	–	132
2020 Q1	$224K	Hold	23,154	–	–	0.29%	42
2019 Q4	$297K	Buy	+23,154	New	+$284K	0.28%	43

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Pennsylvania Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,975 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #108.

Pennsylvania Capital Management first reported a position in SCHB in Q4 2019 and has held it in 8 quarters since. The position peaked at $297K in Q4 2019. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Pennsylvania Capital Management held 8,975 shares of Schwab US Broad Market ETF worth $260K as of Q2 2026.
Pennsylvania Capital Management bought 513 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.4K.
Schwab US Broad Market ETF made up 0.07% of Pennsylvania Capital Management's portfolio in Q2 2026, its #108 holding.
Pennsylvania Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 8 quarters since.
Pennsylvania Capital Management's Schwab US Broad Market ETF position peaked at $297K in Q4 2019.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.