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S.A. Mason’s Schwab US Broad Market ETF SCHB Stock Holding History

S.A. Mason’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 		$1.94M Buy
66,870
+25
+0% +$700 0.59% 46
2026
Q1 		$1.68M Sell
66,845
-285
-0.4% -$7.48K 0.63% 43
2025
Q4 		$1.76M Buy
67,130
+365
+0.5% +$9.5K 0.7% 36
2025
Q3 		$1.72M Buy
66,765
+65
+0.1% +$1.61K 0.76% 29
2025
Q2 		$1.59M Buy
66,700
+25
+0% +$551 0.77% 33
2025
Q1 		$1.44M Sell
66,675
-2,875
-4% -$65.4K 0.76% 34
2024
Q4 		$1.58M Buy
69,550
+25
+0% +$571 0.83% 26
2024
Q3 		$1.54M Buy
69,525
+30
+0% +$641 0.82% 30
2024
Q2 		$1.46M Buy
69,495
+183
+0.3% +$3.71K 0.83% 27
2024
Q1 		$1.41M Sell
69,312
-210
-0.3% -$4.06K 0.85% 27
2023
Q4 		$1.29M Hold
69,522
– – 0.87% 25
2023
Q3 		$1.16M Sell
69,522
-4,470
-6% -$77.4K 0.83% 27
2023
Q2 		$1.18M Hold
73,992
– – 0.86% 25
2023
Q1 		$1.18M Sell
73,992
-1,080
-1% -$16.9K 0.86% 25
2022
Q4 		$1.12M Buy
75,072
+777
+1% +$11.7K 0.84% 26
2022
Q3 		$1.04M Buy
74,295
+300
+0.4% +$4.67K 0.82% 26
2022
Q2 		$1.09M Sell
73,995
-5,019
-6% -$80.6K 0.8% 27
2022
Q1 		$1.41M Hold
79,014
– – 0.88% 25
2021
Q4 		$1.49M Buy
79,014
+30
+0% +$552 0.9% 26
2021
Q3 		$1.37M Sell
78,984
-150
-0.2% -$2.67K 0.9% 21
2021
Q2 		$1.38M Buy
79,134
+330
+0.4% +$5.58K 0.95% 21
2021
Q1 		$1.27M Sell
78,804
-3,930
-5% -$62K 0.95% 21
2020
Q4 		$1.25M Buy
82,734
+750
+0.9% +$10.7K 1.04% 18
2020
Q3 		$1.09M Sell
81,984
-720
-0.9% -$9.47K 1.04% 21
2020
Q2 		$1.01M Sell
82,704
-480
-0.6% -$5.53K 1.07% 21
2020
Q1 		$838K Sell
83,184
-12,618
-13% -$153K 1.02% 23
2019
Q4 		$1.23M Buy
+95,802
New +$1.18M 1.17% 18

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 $103B AUM 28.65% 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

S.A. Mason's SCHB Position: Q2 2026 in Review

S.A. Mason increased its Schwab US Broad Market ETF (SCHB) stake by 0.04% in Q2 2026, buying an estimated $700 and bringing the position to 66,870 shares worth $1.94M. The position accounts for 0.59% of the portfolio, ranked #46.

S.A. Mason first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • S.A. Mason held 66,870 shares of Schwab US Broad Market ETF worth $1.94M as of Q2 2026.
  • S.A. Mason bought 25 Schwab US Broad Market ETF shares in Q2 2026, an estimated $700.
  • Schwab US Broad Market ETF made up 0.59% of S.A. Mason's portfolio in Q2 2026, its #46 holding.
  • S.A. Mason first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.