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

Per Stirling 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 		$415K Sell
14,329
-6,239
-30% -$175K 0.04% 236
2026
Q1 		$516K Buy
20,568
+39
+0.2% +$1.02K 0.06% 198
2025
Q4 		$538K Sell
20,529
-865
-4% -$22.5K 0.06% 181
2025
Q3 		$550K Sell
21,394
-31
-0.1% -$767 0.07% 171
2025
Q2 		$511K Sell
21,425
-114
-0.5% -$2.51K 0.07% 168
2025
Q1 		$464K Sell
21,539
-171
-0.8% -$3.89K 0.07% 170
2024
Q4 		$493K Buy
21,710
+23
+0.1% +$525 0.07% 165
2024
Q3 		$481K Buy
21,687
+5,988
+38% +$128K 0.07% 185
2024
Q2 		$329K Buy
15,699
+2,160
+16% +$43.8K 0.05% 196
2024
Q1 		$276K Hold
13,539
– – 0.05% 200
2023
Q4 		$251K Hold
13,539
– – 0.05% 188
2023
Q3 		$225K Sell
13,539
-798
-6% -$13.8K 0.05% 184
2023
Q2 		$247K Sell
14,337
-429
-3% -$6.99K 0.05% 178
2023
Q1 		$236K Sell
14,766
-894
-6% -$14K 0.05% 167
2022
Q4 		$234K Buy
+15,660
New +$235K 0.04% 186

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

Per Stirling Capital Management's SCHB Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2026, selling an estimated $175K and leaving 14,329 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #236.

Per Stirling Capital Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $550K in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Per Stirling Capital Management held 14,329 shares of Schwab US Broad Market ETF worth $415K as of Q2 2026.
  • Per Stirling Capital Management sold 6,239 Schwab US Broad Market ETF shares in Q2 2026, an estimated $175K.
  • Schwab US Broad Market ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #236 holding.
  • Per Stirling Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Schwab US Broad Market ETF position peaked at $550K in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.