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QRG Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

QRG Capital 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 		$338K Buy
+11,657
New +$326K ﹤0.01% 990
2025
Q3 		– Sell
-24,415
Closed -$582K – 1154
2025
Q2 		$582K Sell
24,415
-1,158
-5% -$25.5K 0.01% 773
2025
Q1 		$551K Sell
25,573
-7,153
-22% -$163K 0.01% 736
2024
Q4 		$743K Buy
32,726
+1,769
+6% +$40.4K 0.01% 663
2024
Q3 		$686K Buy
30,957
+99
+0.3% +$2.11K 0.01% 691
2024
Q2 		$647K Buy
30,858
+3,474
+13% +$70.4K 0.01% 659
2024
Q1 		$557K Buy
27,384
+1,137
+4% +$22K 0.01% 713
2023
Q4 		$487K Buy
26,247
+483
+2% +$8.34K 0.01% 727
2023
Q3 		$428K Buy
+25,764
New +$446K 0.01% 710

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

QRG Capital Management's SCHB Position: Q2 2026 in Review

QRG Capital Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 11,657 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: QRG Capital Management previously reported a position in SCHB as recently as Q2 2025.

QRG Capital Management first reported a position in SCHB in Q3 2023 and has held it in 9 quarters since. The position peaked at $743K in Q4 2024. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • QRG Capital Management held 11,657 shares of Schwab US Broad Market ETF worth $338K as of Q2 2026.
  • Schwab US Broad Market ETF was a new QRG Capital Management position in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #990 holding.
  • QRG Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 9 quarters since.
  • QRG Capital Management's Schwab US Broad Market ETF position peaked at $743K in Q4 2024.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.