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

Pullen 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 		$5.06M Sell
174,828
-415
-0.2% -$11.6K 2.34% 4
2026
Q1 		$4.4M Hold
175,243
– – 2.21% 6
2025
Q4 		$4.6M Sell
175,243
-26,279
-13% -$684K 2.42% 4
2025
Q3 		$5.18M Buy
201,522
+2
+0% +$50 2.81% 3
2025
Q2 		$4.8M Sell
201,520
-28,429
-12% -$626K 2.89% 3
2025
Q1 		$4.95M Sell
229,949
-1,072
-0.5% -$24.4K 3.13% 3
2024
Q4 		$5.24M Hold
231,021
– – 3.41% 3
2024
Q3 		$5.12M Sell
231,021
-444
-0.2% -$9.48K 3.74% 3
2024
Q2 		$4.85M Sell
231,465
-4,056
-2% -$82.2K 4.02% 3
2024
Q1 		$4.79M Buy
+235,521
New +$4.56M 4.05% 3

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

Pullen Investment Management's SCHB Position: Q2 2026 in Review

Pullen Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, selling an estimated $11.6K and leaving 174,828 shares worth $5.06M. The position accounts for 2.34% of the portfolio, ranked #4.

Pullen Investment Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.24M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pullen Investment Management held 174,828 shares of Schwab US Broad Market ETF worth $5.06M as of Q2 2026.
  • Pullen Investment Management sold 415 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US Broad Market ETF made up 2.34% of Pullen Investment Management's portfolio in Q2 2026, its #4 holding.
  • Pullen Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Schwab US Broad Market ETF position peaked at $5.24M in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.