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Shuttleworth & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Shuttleworth & Co’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 		$621K Sell
21,449
-2,074
-9% -$58.1K 0.5% 47
2026
Q1 		$590K Buy
23,523
+854
+4% +$22.4K 0.53% 49
2025
Q4 		$595K Buy
22,669
+1,402
+7% +$36.5K 0.54% 52
2025
Q3 		$547K Buy
+21,267
New +$526K 0.5% 54

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 $104B AUM 28.3% 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

Shuttleworth & Co's SCHB Position: Q2 2026 in Review

Shuttleworth & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 8.8% in Q2 2026, selling an estimated $58.1K and leaving 21,449 shares worth $621K. The position accounts for 0.5% of the portfolio, ranked #47.

Shuttleworth & Co first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Shuttleworth & Co held 21,449 shares of Schwab US Broad Market ETF worth $621K as of Q2 2026.
  • Shuttleworth & Co sold 2,074 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58.1K.
  • Schwab US Broad Market ETF made up 0.5% of Shuttleworth & Co's portfolio in Q2 2026, its #47 holding.
  • Shuttleworth & Co first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.