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Perennial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Perennial Advisors’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 		$792K Buy
27,350
+369
+1% +$10.3K 0.12% 86
2026
Q1 		$677K Sell
26,981
-25
-0.1% -$656 0.12% 82
2025
Q4 		$708K Sell
27,006
-238
-0.9% -$6.2K 0.12% 75
2025
Q3 		$700K Buy
27,244
+57
+0.2% +$1.41K 0.12% 72
2025
Q2 		$648K Sell
27,187
-272
-1% -$5.99K 0.12% 75
2025
Q1 		$591K Sell
27,459
-2,640
-9% -$60.1K 0.12% 75
2024
Q4 		$683K Buy
+30,099
New +$687K 0.15% 64
2024
Q2 		$631K Buy
30,129
+96
+0.3% +$1.95K 0.14% 74
2024
Q1 		$611K Buy
30,033
+192
+0.6% +$3.71K 0.14% 77
2023
Q4 		$554K Buy
29,841
+93
+0.3% +$1.61K 0.14% 77
2023
Q3 		$494K Sell
29,748
-201
-0.7% -$3.48K 0.13% 77
2023
Q2 		$516K Buy
29,949
+69
+0.2% +$1.13K 0.13% 77
2023
Q1 		$477K Sell
29,880
-5,013
-14% -$78.4K 0.14% 68
2022
Q4 		$521K Sell
34,893
-2,691
-7% -$40.4K 0.17% 65
2022
Q3 		$526K Buy
37,584
+2,190
+6% +$34.1K 0.17% 63
2022
Q2 		$521K Sell
35,394
-435
-1% -$6.98K 0.16% 64
2022
Q1 		$638K Sell
35,829
-19,995
-36% -$351K 0.17% 65
2021
Q4 		$1.05M Sell
55,824
-2,790
-5% -$51.3K 0.28% 57
2021
Q3 		$1.01M Buy
58,614
+162
+0.3% +$2.88K 0.3% 58
2021
Q2 		$1.02M Buy
58,452
+696
+1% +$11.8K 0.29% 59
2021
Q1 		$931K Buy
57,756
+492
+0.9% +$7.76K 0.29% 58
2020
Q4 		$868K Sell
57,264
-3,228
-5% -$46K 0.31% 55
2020
Q3 		$803K Sell
60,492
-2,910
-5% -$38.3K 0.33% 55
2020
Q2 		$776K Sell
63,402
-1,620
-2% -$18.7K 0.33% 56
2020
Q1 		$655K Sell
65,022
-13,416
-17% -$162K 0.36% 57
2019
Q4 		$1M Sell
78,438
-4,668
-6% -$57.3K 0.48% 54
2019
Q3 		$984K Buy
83,106
+4,188
+5% +$49.5K 0.51% 55
2019
Q2 		$928K Buy
78,918
+1,386
+2% +$16K 0.49% 54
2019
Q1 		$879K Sell
77,532
-267,462
-78% -$2.92M 0.5% 54
2018
Q4 		$3.45M Buy
344,994
+287,010
+495% +$3.1M 2.23% 13
2018
Q3 		$680K Sell
57,984
-666
-1% -$7.68K 0.39% 57
2018
Q2 		$645K Sell
58,650
-5,262
-8% -$57.5K 0.4% 58
2018
Q1 		$679K Buy
63,912
+19,638
+44% +$216K 0.43% 57
2017
Q4 		$476K Buy
44,274
+6,036
+16% +$63.3K 0.3% 63
2017
Q3 		$388K Buy
38,238
+654
+2% +$6.49K 0.26% 61
2017
Q2 		$366K Buy
37,584
+3,528
+10% +$34.1K 0.27% 61
2017
Q1 		$324K Buy
+34,056
New +$319K 0.25% 64

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Perennial Advisors's SCHB Position: Q2 2026 in Review

Perennial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 27,350 shares worth $792K. The position accounts for 0.12% of the portfolio, ranked #86.

Perennial Advisors first reported a position in SCHB in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.45M in Q4 2018. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Perennial Advisors held 27,350 shares of Schwab US Broad Market ETF worth $792K as of Q2 2026.
  • Perennial Advisors bought 369 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US Broad Market ETF made up 0.12% of Perennial Advisors's portfolio in Q2 2026, its #86 holding.
  • Perennial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 37 quarters since.
  • Perennial Advisors's Schwab US Broad Market ETF position peaked at $3.45M in Q4 2018.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.