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Pittenger & Anderson Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Pittenger & Anderson Inc’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 		$10.8K Buy
+372
New +$10.4K ﹤0.01% 401
2026
Q1 		– Sell
-912
Closed -$23.9K – 558
2025
Q4 		$23.9K Buy
+912
New +$23.7K ﹤0.01% 349
2021
Q2 		– Sell
-324
Closed -$5K – 420
2021
Q1 		$5K Buy
+324
New +$5.11K ﹤0.01% 342
2019
Q2 		– Sell
-126
Closed -$1K – 384
2019
Q1 		$1K Hold
126
– – ﹤0.01% 374
2018
Q4 		$1K Sell
126
-264
-68% -$2.85K ﹤0.01% 358
2018
Q3 		$5K Buy
390
+72
+23% +$830 ﹤0.01% 349
2018
Q2 		$3K Buy
+318
New +$3.48K ﹤0.01% 362
2015
Q4 		– Sell
-16,110
Closed -$125K – 428
2015
Q3 		$125K Buy
16,110
+120
+0.8% +$986 0.02% 272
2015
Q2 		$134K Hold
15,990
– – 0.02% 271
2015
Q1 		$135K Hold
15,990
– – 0.02% 270
2014
Q4 		$133K Buy
+15,990
New +$129K 0.02% 258

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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

Pittenger & Anderson Inc's SCHB Position: Q2 2026 in Review

Pittenger & Anderson Inc opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 372 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Pittenger & Anderson Inc previously reported a position in SCHB as recently as Q4 2025.

Pittenger & Anderson Inc first reported a position in SCHB in Q4 2014 and has held it in 11 quarters since. The position peaked at $135K in Q1 2015. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pittenger & Anderson Inc held 372 shares of Schwab US Broad Market ETF worth $10.8K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Pittenger & Anderson Inc position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #401 holding.
  • Pittenger & Anderson Inc first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 11 quarters since.
  • Pittenger & Anderson Inc's Schwab US Broad Market ETF position peaked at $135K in Q1 2015.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.