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

Savant Capital’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
Q1 		$74.5M Buy
2,969,874
+170,270
+6% +$4.47M 0.36% 46
2025
Q4 		$73.4M Sell
2,799,604
-63,815
-2% -$1.66M 0.42% 42
2025
Q3 		$73.6M Buy
2,863,419
+556,198
+24% +$13.8M 0.45% 43
2025
Q2 		$55M Buy
2,307,221
+401,683
+21% +$8.85M 0.4% 45
2025
Q1 		$41M Buy
1,905,538
+217,280
+13% +$4.94M 0.35% 45
2024
Q4 		$38.3M Sell
1,688,258
-20,434
-1% -$467K 0.3% 57
2024
Q3 		$37.9M Sell
1,708,692
-21,807
-1% -$466K 0.31% 60
2024
Q2 		$36.3M Sell
1,730,499
-26,604
-2% -$539K 0.36% 54
2024
Q1 		$35.8M Sell
1,757,103
-59,757
-3% -$1.16M 0.41% 48
2023
Q4 		$33.7M Buy
1,816,860
+43,758
+2% +$756K 0.43% 46
2023
Q3 		$29.5M Sell
1,773,102
-7,230
-0.4% -$125K 0.44% 44
2023
Q2 		$30.7M Buy
1,780,332
+1,038,105
+140% +$16.9M 0.48% 42
2023
Q1 		$11.8M Buy
742,227
+76,920
+12% +$1.2M 0.22% 76
2022
Q4 		$9.94M Sell
665,307
-71,937
-10% -$1.08M 0.24% 56
2022
Q3 		$10.3M Buy
737,244
+56,709
+8% +$882K 0.32% 49
2022
Q2 		$10M Buy
680,535
+117,687
+21% +$1.89M 0.3% 52
2022
Q1 		$10M Buy
562,848
+30,864
+6% +$542K 0.33% 49
2021
Q4 		$10M Buy
531,984
+51,150
+11% +$941K 0.32% 50
2021
Q3 		$8.32M Buy
480,834
+11,442
+2% +$203K 0.3% 52
2021
Q2 		$8.16M Sell
469,392
-18,492
-4% -$313K 0.33% 45
2021
Q1 		$7.86M Sell
487,884
-25,050
-5% -$395K 0.42% 41
2020
Q4 		$7.78M Sell
512,934
-23,814
-4% -$339K 0.45% 42
2020
Q3 		$7.12M Sell
536,748
-24,540
-4% -$323K 0.49% 43
2020
Q2 		$6.87M Sell
561,288
-9,222
-2% -$106K 0.52% 38
2020
Q1 		$5.75M Buy
570,510
+150,954
+36% +$1.83M 0.55% 39
2019
Q4 		$5.38M Sell
419,556
-52,224
-11% -$641K 0.66% 33
2019
Q3 		$5.58M Buy
471,780
+13,188
+3% +$156K 0.78% 28
2019
Q2 		$5.39M Buy
458,592
+936
+0.2% +$10.8K 0.76% 27
2019
Q1 		$5.19M Buy
457,656
+6,534
+1% +$71.3K 0.97% 20
2018
Q4 		$4.51M Sell
451,122
-5,208
-1% -$56.3K 0.94% 22
2018
Q3 		$5.35M Buy
456,330
+174
+0% +$2K 0.96% 21
2018
Q2 		$5.02M Buy
456,156
+20,058
+5% +$219K 1.07% 15
2018
Q1 		$4.64M Buy
436,098
+8,094
+2% +$88.9K 0.98% 18
2017
Q4 		$4.6M Buy
428,004
+16,602
+4% +$174K 0.97% 20
2017
Q3 		$4.18M Buy
411,402
+12,006
+3% +$119K 0.94% 20
2017
Q2 		$3.89M Buy
399,396
+10,482
+3% +$101K 0.92% 20
2017
Q1 		$3.7M Buy
388,914
+12,120
+3% +$114K 0.91% 21
2016
Q4 		$3.4M Buy
376,794
+17,274
+5% +$152K 0.91% 19
2016
Q3 		$3.13M Buy
359,520
+258
+0.1% +$2.24K 0.86% 20
2016
Q2 		$3.01M Buy
359,262
+8,406
+2% +$69.8K 0.86% 19
2016
Q1 		$2.88M Sell
350,856
-58,980
-14% -$458K 0.88% 18
2015
Q4 		$3.35M Sell
409,836
-33,678
-8% -$278K 1.04% 16
2015
Q3 		$3.43M Buy
443,514
+106,584
+32% +$876K 1.23% 13
2015
Q2 		$2.82M Buy
336,930
+31,176
+10% +$266K 0.95% 16
2015
Q1 		$2.57M Buy
305,754
+36,066
+13% +$302K 0.91% 16
2014
Q4 		$2.24M Buy
269,688
+9,318
+4% +$75.5K 0.85% 20
2014
Q3 		$2.06M Buy
260,370
+62,766
+32% +$502K 0.88% 19
2014
Q2 		$1.57M Buy
197,604
+57,948
+41% +$447K 0.68% 25
2014
Q1 		$1.06M Buy
139,656
+76,236
+120% +$570K 0.49% 38
2013
Q4 		$476K Buy
63,420
+26,928
+74% +$194K 0.23% 71
2013
Q3 		$250K Buy
+36,492
New +$248K 0.14% 124

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Savant Capital's SCHB Position: Q1 2026 in Review

Savant Capital increased its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q1 2026, buying an estimated $4.47M and bringing the position to 2,969,874 shares worth $74.5M. The position accounts for 0.36% of the portfolio, ranked #46.

Savant Capital first reported a position in SCHB in Q3 2013 and has held it in 51 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Savant Capital held 2,969,874 shares of Schwab US Broad Market ETF worth $74.5M as of Q1 2026.
  • Savant Capital bought 170,270 Schwab US Broad Market ETF shares in Q1 2026, an estimated $4.47M.
  • Schwab US Broad Market ETF made up 0.36% of Savant Capital's portfolio in Q1 2026, its #46 holding.
  • Savant Capital first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 51 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.