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PGIM Custom Harvest’s Schwab US Broad Market ETF SCHB Stock Holding History

PGIM Custom Harvest’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 		$238K Sell
9,480
-1,729
-15% -$45.4K ﹤0.01% 244
2025
Q4 		$294K Buy
11,209
+2,514
+29% +$65.4K ﹤0.01% 220
2025
Q3 		$224K Buy
+8,695
New +$215K ﹤0.01% 247

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
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 $1.29B AUM 17.41% 1-Year Est. Return

PGIM Custom Harvest's SCHB Position: Q1 2026 in Review

PGIM Custom Harvest reduced its Schwab US Broad Market ETF (SCHB) stake by 15% in Q1 2026, selling an estimated $45.4K and leaving 9,480 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

PGIM Custom Harvest first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $294K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • PGIM Custom Harvest held 9,480 shares of Schwab US Broad Market ETF worth $238K as of Q1 2026.
  • PGIM Custom Harvest sold 1,729 Schwab US Broad Market ETF shares in Q1 2026, an estimated $45.4K.
  • Schwab US Broad Market ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #244 holding.
  • PGIM Custom Harvest first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • PGIM Custom Harvest's Schwab US Broad Market ETF position peaked at $294K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.