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

SCS 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
Q1 		$300M Buy
11,970,120
+60,752
+0.5% +$1.59M 3.18% 7
2025
Q4 		$312M Sell
11,909,368
-290,555
-2% -$7.56M 3.31% 6
2025
Q3 		$314M Sell
12,199,923
-23,473
-0.2% -$581K 3.42% 6
2025
Q2 		$291M Buy
12,223,396
+322,220
+3% +$7.1M 3.23% 6
2025
Q1 		$256M Buy
11,901,176
+1,697,159
+17% +$38.6M 3.26% 7
2024
Q4 		$232M Sell
10,204,017
-1,128,381
-10% -$25.8M 4.78% 7
2024
Q3 		$251M Sell
11,332,398
-346,887
-3% -$7.41M 5.07% 5
2024
Q2 		$245M Sell
11,679,285
-372,342
-3% -$7.54M 5.13% 5
2024
Q1 		$245M Sell
12,051,627
-51,318
-0.4% -$993K 5.22% 5
2023
Q4 		$225M Sell
12,102,945
-599,568
-5% -$10.4M 5.13% 7
2023
Q3 		$211M Sell
12,702,513
-254,928
-2% -$4.41M 5.62% 7
2023
Q2 		$223M Sell
12,957,441
-441,303
-3% -$7.19M 5.49% 8
2023
Q1 		$214M Sell
13,398,744
-1,033,851
-7% -$16.2M 6.29% 8
2022
Q4 		$216M Sell
14,432,595
-1,457,202
-9% -$21.9M 6.34% 7
2022
Q3 		$222M Sell
15,889,797
-746,586
-4% -$11.6M 6.57% 6
2022
Q2 		$245M Sell
16,636,383
-1,737,546
-9% -$27.9M 6.77% 6
2022
Q1 		$327M Sell
18,373,929
-1,265,343
-6% -$22.2M 7.5% 6
2021
Q4 		$370M Sell
19,639,272
-1,096,986
-5% -$20.2M 8.12% 5
2021
Q3 		$359M Sell
20,736,258
-4,951,566
-19% -$88.1M 7.66% 5
2021
Q2 		$446M Sell
25,687,824
-1,666,404
-6% -$28.2M 8.42% 5
2021
Q1 		$441M Sell
27,354,228
-1,954,224
-7% -$30.8M 8.35% 5
2020
Q4 		$444M Sell
29,308,452
-1,462,752
-5% -$20.8M 8.83% 5
2020
Q3 		$408M Sell
30,771,204
-1,334,460
-4% -$17.5M 8.38% 6
2020
Q2 		$393M Buy
32,105,664
+436,764
+1% +$5.03M 8.61% 6
2020
Q1 		$319M Buy
+31,668,900
New +$383M 9.94% 4

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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

SCS Capital Management's SCHB Position: Q1 2026 in Review

SCS Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.51% in Q1 2026, buying an estimated $1.59M and bringing the position to 11,970,120 shares worth $300M. The position accounts for 3.18% of the portfolio, ranked #7.

SCS Capital Management first reported a position in SCHB in Q1 2020 and has held it in 25 quarters since. The position peaked at $446M in Q2 2021. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • SCS Capital Management held 11,970,120 shares of Schwab US Broad Market ETF worth $300M as of Q1 2026.
  • SCS Capital Management bought 60,752 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.59M.
  • Schwab US Broad Market ETF made up 3.18% of SCS Capital Management's portfolio in Q1 2026, its #7 holding.
  • SCS Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 25 quarters since.
  • SCS Capital Management's Schwab US Broad Market ETF position peaked at $446M in Q2 2021.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.