Princeton Global Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Princeton Global Asset 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
2026 Q2	$137K	Sell	4,719 -1,545	-25%	-$43.3K	0.02%	259
2026 Q1	$157K	Sell	6,264 -599	-9%	-$15.7K	0.03%	231
2025 Q4	$180K	Sell	6,863 -163	-2%	-$4.24K	0.03%	213
2025 Q3	$181K	Buy	7,026 +2,381	+51%	+$58.9K	0.03%	201
2025 Q2	$111K	Buy	4,645 +237	+5%	+$5.22K	0.02%	231
2025 Q1	$94.9K	Sell	4,408 -41	-0.9%	-$933	0.02%	232
2024 Q4	$101K	Hold	4,449	–	–	0.02%	242
2024 Q3	$98.6K	Buy	4,449 +6	+0.1%	+$128	0.02%	245
2024 Q2	$93.1K	Hold	4,443	–	–	0.02%	224
2024 Q1	$90.4K	Buy	4,443 +3	+0.1%	+$58	0.02%	207
2023 Q4	$82.4K	Buy	4,440 +6	+0.1%	+$104	0.02%	213
2023 Q3	$73.7K	Buy	4,434 +3	+0.1%	+$52	0.02%	216
2023 Q2	$76.4K	Buy	4,431 +3	+0.1%	+$49	0.02%	218
2023 Q1	$70.6K	Buy	4,428 +1,356	+44%	+$21.2K	0.02%	225
2022 Q4	$46K	Hold	3,072	–	–	0.01%	245
2022 Q3	$43K	Hold	3,072	–	–	0.02%	248
2022 Q2	$45K	Hold	3,072	–	–	0.01%	261
2022 Q1	$55K	Hold	3,072	–	–	0.02%	257
2021 Q4	$58K	Hold	3,072	–	–	0.02%	246
2021 Q3	$53K	Sell	3,072 -252	-8%	-$4.48K	0.02%	252
2021 Q2	$58K	Hold	3,324	–	–	0.02%	246
2021 Q1	$54K	Hold	3,324	–	–	0.02%	238
2020 Q4	$50K	Sell	3,324 -420	-11%	-$5.98K	0.02%	243
2020 Q3	$50K	Hold	3,744	–	–	0.02%	217
2020 Q2	$45K	Buy	+3,744	New	+$43.2K	0.01%	261

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Princeton Global Asset Management's SCHB Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 25% in Q2 2026, selling an estimated $43.3K and leaving 4,719 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #259.

Princeton Global Asset Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $181K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Princeton Global Asset Management held 4,719 shares of Schwab US Broad Market ETF worth $137K as of Q2 2026.
Princeton Global Asset Management sold 1,545 Schwab US Broad Market ETF shares in Q2 2026, an estimated $43.3K.
Schwab US Broad Market ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #259 holding.
Princeton Global Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
Princeton Global Asset Management's Schwab US Broad Market ETF position peaked at $181K in Q3 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.