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Pinney & Scofield’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinney & Scofield’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 		$11.3K Buy
391
+1
+0.3% +$28 0.01% 178
2026
Q1 		$9.78K Buy
390
+1
+0.3% +$26 0.01% 188
2025
Q4 		$10.2K Buy
389
+2
+0.5% +$52 0.01% 169
2025
Q3 		$9.96K Buy
387
+1
+0.3% +$25 0.01% 173
2025
Q2 		$9.2K Buy
386
+1
+0.3% +$22 0.01% 176
2025
Q1 		$8.29K Buy
385
+1
+0.3% +$23 0.01% 174
2024
Q4 		$8.71K Buy
+384
New +$8.77K 0.01% 178

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

Pinney & Scofield's SCHB Position: Q2 2026 in Review

Pinney & Scofield increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $28 and bringing the position to 391 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #178.

Pinney & Scofield first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,393 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pinney & Scofield held 391 shares of Schwab US Broad Market ETF worth $11.3K as of Q2 2026.
  • Pinney & Scofield bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #178 holding.
  • Pinney & Scofield first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.