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

Schnieders 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	$265K	Hold	9,150	–	–	0.03%	213
2026 Q1	$230K	Hold	9,150	–	–	0.04%	190
2025 Q4	$240K	Sell	9,150 -1	-0%	-$26	0.04%	201
2025 Q3	$235K	Hold	9,151	–	–	0.04%	206
2025 Q2	$218K	Buy	+9,151	New	+$202K	0.04%	209
2025 Q1	–	Sell	-9,151	Closed	-$208K	–	213
2024 Q4	$208K	Sell	9,151 -2	-0%	-$46	0.04%	196
2024 Q3	$203K	Sell	9,153 -8,508	-48%	-$182K	0.04%	209
2024 Q2	$370K	Hold	17,661	–	–	0.07%	142
2024 Q1	$359K	Hold	17,661	–	–	0.07%	147
2023 Q4	$328K	Hold	17,661	–	–	0.07%	156
2023 Q3	$293K	Hold	17,661	–	–	0.07%	147
2023 Q2	$304K	Hold	17,661	–	–	0.06%	157
2023 Q1	$282K	Buy	17,661 +3	+0%	+$47	0.06%	162
2022 Q4	$264K	Sell	17,658 -3	-0%	-$45	0.06%	172
2022 Q3	$247K	Hold	17,661	–	–	0.07%	169
2022 Q2	$260K	Buy	17,661 +3	+0%	+$48	0.08%	157
2022 Q1	$314K	Sell	17,658 -6	-0%	-$105	0.07%	158
2021 Q4	$333K	Hold	17,664	–	–	0.08%	151
2021 Q3	$306K	Hold	17,664	–	–	0.08%	149
2021 Q2	$307K	Hold	17,664	–	–	0.08%	152
2021 Q1	$285K	Hold	17,664	–	–	0.09%	156
2020 Q4	$268K	Hold	17,664	–	–	0.09%	149
2020 Q3	$234K	Sell	17,664 -888	-5%	-$11.7K	0.09%	148
2020 Q2	$227K	Buy	+18,552	New	+$214K	0.09%	148
2020 Q1	–	Sell	-17,658	Closed	-$226K	–	172
2019 Q4	$226K	Hold	17,658	–	–	0.08%	158
2019 Q3	$209K	Hold	17,658	–	–	0.08%	154
2019 Q2	$208K	Hold	17,658	–	–	0.08%	155
2019 Q1	$200K	Buy	+17,658	New	+$193K	0.09%	145
2018 Q4	–	Sell	-17,658	Closed	-$207K	–	148
2018 Q3	$207K	Buy	+17,658	New	+$204K	0.08%	144

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 $104B AUM 28.3% 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

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

Schnieders Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,150 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #213.

Schnieders Capital Management first reported a position in SCHB in Q3 2018 and has held it in 29 quarters since. The position peaked at $370K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Schnieders Capital Management held 9,150 shares of Schwab US Broad Market ETF worth $265K as of Q2 2026.
Schnieders Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Schnieders Capital Management's portfolio in Q2 2026, its #213 holding.
Schnieders Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 29 quarters since.
Schnieders Capital Management's Schwab US Broad Market ETF position peaked at $370K in Q2 2024.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.