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

Perritt 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
2025
Q4 		– Sell
-16,488
Closed -$424K – 250
2025
Q3 		$424K Buy
16,488
+412
+3% +$10.2K 0.2% 103
2025
Q2 		$383K Buy
16,076
+175
+1% +$3.85K 0.2% 106
2025
Q1 		$342K Buy
15,901
+124
+0.8% +$2.82K 0.19% 117
2024
Q4 		$358K Buy
15,777
+11,091
+237% +$253K 0.19% 122
2024
Q3 		$104K Sell
4,686
-510
-10% -$10.9K 0.05% 191
2024
Q2 		$109K Sell
5,196
-51
-1% -$1.03K 0.06% 190
2024
Q1 		$107K Buy
5,247
+129
+3% +$2.5K 0.06% 188
2023
Q4 		$95K Buy
5,118
+276
+6% +$4.77K 0.05% 190
2023
Q3 		$80.5K Sell
4,842
-675
-12% -$11.7K 0.05% 196
2023
Q2 		$95.1K Buy
5,517
+561
+11% +$9.14K 0.05% 198
2023
Q1 		$79K Buy
4,956
+726
+17% +$11.4K 0.04% 206
2022
Q4 		$63.2K Buy
+4,230
New +$63.6K 0.04% 215

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Perritt Capital Management's SCHB Position: Q4 2025 in Review

Perritt Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 16,488 shares — an estimated $424K sold.

Perritt Capital Management first reported a position in SCHB in Q4 2022 and held it in 12 quarters. The position peaked at $424K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Perritt Capital Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Perritt Capital Management sold 16,488 Schwab US Broad Market ETF shares in Q4 2025, an estimated $424K.
  • Perritt Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 12 quarters.
  • Perritt Capital Management's Schwab US Broad Market ETF position peaked at $424K in Q3 2025.
  • 1,313 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.