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

Rockefeller 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	$11.2M	Buy	386,906 +43,608	+13%	+$1.22M	0.02%	688
2026 Q1	$8.62M	Sell	343,298 -8,775	-2%	-$230K	0.02%	732
2025 Q4	$9.23M	Sell	352,073 -5,355	-1%	-$139K	0.02%	684
2025 Q3	$9.19M	Buy	357,428 +3,316	+0.9%	+$82.1K	0.02%	645
2025 Q2	$8.44M	Buy	354,112 +195,845	+124%	+$4.31M	0.02%	657
2025 Q1	$3.41M	Buy	158,267 +78,654	+99%	+$1.79M	0.01%	846
2024 Q4	$1.81M	Buy	79,613 +4,649	+6%	+$106K	﹤0.01%	1047
2024 Q3	$1.66M	Sell	74,964 -1,344	-2%	-$28.7K	﹤0.01%	1063
2024 Q2	$1.6M	Buy	76,308 +20,634	+37%	+$418K	﹤0.01%	1065
2024 Q1	$1.13M	Sell	55,674 -5,565	-9%	-$108K	﹤0.01%	1216
2023 Q4	$1.14M	Buy	61,239 +16,899	+38%	+$292K	﹤0.01%	1098
2023 Q3	$737K	Buy	44,340 +7,932	+22%	+$137K	﹤0.01%	1187
2023 Q2	$627K	Sell	36,408 -3,699	-9%	-$60.3K	﹤0.01%	1253
2023 Q1	$639K	Buy	40,107 +3,129	+8%	+$48.9K	﹤0.01%	1241
2022 Q4	$551K	Sell	36,978 -2,598	-7%	-$39K	﹤0.01%	1243
2022 Q3	$553K	Sell	39,576 -972	-2%	-$15.1K	﹤0.01%	1227
2022 Q2	$597K	Sell	40,548 -7,782	-16%	-$125K	﹤0.01%	1191
2022 Q1	$860K	Buy	48,330 +1,836	+4%	+$32.2K	﹤0.01%	1106
2021 Q4	$875K	Buy	46,494 +17,280	+59%	+$318K	﹤0.01%	1098
2021 Q3	$505K	Buy	29,214 +12,858	+79%	+$229K	﹤0.01%	1254
2021 Q2	$284K	Buy	16,356 +13,596	+493%	+$230K	﹤0.01%	1385
2021 Q1	$44K	Buy	2,760 +96	+4%	+$1.51K	﹤0.01%	1943
2020 Q4	$40K	Sell	2,664 -36	-1%	-$513	﹤0.01%	1747
2020 Q3	$35K	Buy	2,700 +1,308	+94%	+$17.2K	﹤0.01%	1612
2020 Q2	$17K	Sell	1,392 -774	-36%	-$8.92K	﹤0.01%	1730
2020 Q1	$22K	Buy	2,166 +780	+56%	+$9.44K	﹤0.01%	1490
2019 Q4	$18K	Buy	1,386 +6	+0.4%	+$74	﹤0.01%	1434
2019 Q3	$16K	Buy	1,380 +120	+10%	+$1.42K	﹤0.01%	1293
2019 Q2	$15K	Buy	1,260 +666	+112%	+$7.69K	﹤0.01%	1108
2019 Q1	$7K	Buy	594 +306	+106%	+$3.34K	﹤0.01%	1573
2018 Q4	$3K	Buy	+288	New	+$3.11K	﹤0.01%	850

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 $103B AUM 28.65% 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

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

Rockefeller Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, buying an estimated $1.22M and bringing the position to 386,906 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #688.

Rockefeller Capital Management first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Rockefeller Capital Management held 386,906 shares of Schwab US Broad Market ETF worth $11.2M as of Q2 2026.
Rockefeller Capital Management bought 43,608 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.22M.
Schwab US Broad Market ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #688 holding.
Rockefeller Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.