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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
Q2 		$654K Buy
22,570
+13,090
+138% +$366K 0.01% 175
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 $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

PGIM Custom Harvest's SCHB Position: Q2 2026 in Review

PGIM Custom Harvest increased its Schwab US Broad Market ETF (SCHB) stake by 138% in Q2 2026, buying an estimated $366K and bringing the position to 22,570 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #175.

PGIM Custom Harvest first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • PGIM Custom Harvest held 22,570 shares of Schwab US Broad Market ETF worth $654K as of Q2 2026.
  • PGIM Custom Harvest bought 13,090 Schwab US Broad Market ETF shares in Q2 2026, an estimated $366K.
  • Schwab US Broad Market ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #175 holding.
  • PGIM Custom Harvest first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.