PMIM
SCHB icon

Prudent Man Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Prudent Man Investment 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 		$12.3K Hold
470
– – ﹤0.01% 95
2026
Q1 		$12.3K Buy
470
+114
+32% +$2.99K ﹤0.01% 96
2025
Q4 		$9.34K Buy
356
+2
+0.6% +$52 ﹤0.01% 102
2025
Q3 		$8.04K Hold
354
– – ﹤0.01% 97
2025
Q2 		$8.04K Hold
354
– – ﹤0.01% 97
2025
Q1 		$8.04K Hold
354
– – ﹤0.01% 97
2024
Q4 		$8.04K Buy
+354
New +$8.09K ﹤0.01% 97

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Prudent Man Investment Management's SCHB Position: Q2 2026 in Review

Prudent Man Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 470 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #95.

Prudent Man Investment Management first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prudent Man Investment Management held 470 shares of Schwab US Broad Market ETF worth $12.3K as of Q2 2026.
  • Prudent Man Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #95 holding.
  • Prudent Man Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.