Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PSCM
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
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
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close