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Sigma Investment Counselors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sigma Investment Counselors’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 		$2.2M Buy
76,114
+1,139
+2% +$31.9K 0.11% 91
2026
Q1 		$1.88M Sell
74,975
-65,183
-47% -$1.71M 0.1% 94
2025
Q4 		$3.68M Sell
140,158
-7,890
-5% -$205K 0.19% 78
2025
Q3 		$3.81M Buy
148,048
+3,291
+2% +$81.5K 0.2% 77
2025
Q2 		$3.45M Buy
144,757
+66,702
+85% +$1.47M 0.19% 73
2025
Q1 		$1.68M Sell
78,055
-48,046
-38% -$1.09M 0.1% 91
2024
Q4 		$2.86M Sell
126,101
-1,555
-1% -$35.5K 0.17% 80
2024
Q3 		$2.83M Buy
127,656
+6,096
+5% +$130K 0.17% 79
2024
Q2 		$2.55M Buy
121,560
+3,243
+3% +$65.7K 0.16% 80
2024
Q1 		$2.41M Buy
118,317
+18,636
+19% +$361K 0.16% 84
2023
Q4 		$1.85M Buy
99,681
+996
+1% +$17.2K 0.13% 84
2023
Q3 		$1.64M Sell
98,685
-4,608
-4% -$79.8K 0.12% 87
2023
Q2 		$1.78M Buy
103,293
+15
+0% +$245 0.13% 88
2023
Q1 		$1.65M Buy
103,278
+855
+0.8% +$13.4K 0.13% 87
2022
Q4 		$1.53M Buy
102,423
+537
+0.5% +$8.07K 0.13% 87
2022
Q3 		$1.43M Sell
101,886
-672
-0.7% -$10.5K 0.12% 89
2022
Q2 		$1.51M Buy
102,558
+1,161
+1% +$18.6K 0.12% 86
2022
Q1 		$1.8M Buy
101,397
+1,041
+1% +$18.3K 0.13% 84
2021
Q4 		$1.89M Buy
100,356
+1,284
+1% +$23.6K 0.13% 82
2021
Q3 		$1.72M Buy
99,072
+390
+0.4% +$6.94K 0.13% 82
2021
Q2 		$1.72M Buy
98,682
+1,152
+1% +$19.5K 0.13% 81
2021
Q1 		$1.57M Buy
97,530
+5,178
+6% +$81.6K 0.13% 84
2020
Q4 		$1.4M Buy
92,352
+16,200
+21% +$231K 0.12% 85
2020
Q3 		$1.01M Sell
76,152
-18,048
-19% -$237K 0.2% 73
2020
Q2 		$1.15M Buy
94,200
+2,160
+2% +$24.9K 0.12% 82
2020
Q1 		$927K Sell
92,040
-35,292
-28% -$427K 0.12% 82
2019
Q4 		$1.63M Buy
127,332
+31,716
+33% +$389K 0.17% 75
2019
Q3 		$1.13M Buy
95,616
+870
+0.9% +$10.3K 0.13% 79
2019
Q2 		$1.11M Buy
94,746
+5,580
+6% +$64.4K 0.13% 80
2019
Q1 		$1.01M Buy
89,166
+3,756
+4% +$41K 0.12% 81
2018
Q4 		$853K Buy
85,410
+16,002
+23% +$173K 0.12% 82
2018
Q3 		$814K Buy
69,408
+3,822
+6% +$44.1K 0.1% 84
2018
Q2 		$721K Sell
65,586
-2,700
-4% -$29.5K 0.1% 84
2018
Q1 		$726K Sell
68,286
-5,532
-7% -$60.8K 0.1% 83
2017
Q4 		$794K Sell
73,818
-5,784
-7% -$60.6K 0.11% 80
2017
Q3 		$808K Sell
79,602
-9,636
-11% -$95.6K 0.11% 78
2017
Q2 		$869K Sell
89,238
-3,486
-4% -$33.7K 0.13% 78
2017
Q1 		$882K Buy
92,724
+426
+0.5% +$4K 0.14% 76
2016
Q4 		$833K Buy
92,298
+13,182
+17% +$116K 0.13% 77
2016
Q3 		$690K Buy
79,116
+1,398
+2% +$12.1K 0.11% 82
2016
Q2 		$652K Buy
77,718
+588
+0.8% +$4.88K 0.11% 83
2016
Q1 		$634K Buy
77,130
+1,188
+2% +$9.23K 0.11% 83
2015
Q4 		$621K Buy
75,942
+18,252
+32% +$151K 0.11% 79
2015
Q3 		$446K Buy
57,690
+1,488
+3% +$12.2K 0.09% 86
2015
Q2 		$471K Buy
56,202
+1,092
+2% +$9.33K 0.09% 84
2015
Q1 		$464K Buy
55,110
+6,048
+12% +$50.6K 0.09% 84
2014
Q4 		$407K Buy
49,062
+4,284
+10% +$34.7K 0.08% 92
2014
Q3 		$355K Buy
44,778
+5,298
+13% +$42.4K 0.07% 91
2014
Q2 		$314K Buy
39,480
+3,774
+11% +$29.1K 0.06% 94
2014
Q1 		$272K Buy
35,706
+942
+3% +$7.05K 0.06% 98
2013
Q4 		$261K Buy
34,764
+1,608
+5% +$11.6K 0.06% 95
2013
Q3 		$227K Buy
+33,156
New +$225K 0.05% 102

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

Sigma Investment Counselors's SCHB Position: Q2 2026 in Review

Sigma Investment Counselors increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, buying an estimated $31.9K and bringing the position to 76,114 shares worth $2.2M. The position accounts for 0.11% of the portfolio, ranked #91.

Sigma Investment Counselors first reported a position in SCHB in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.81M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sigma Investment Counselors held 76,114 shares of Schwab US Broad Market ETF worth $2.2M as of Q2 2026.
  • Sigma Investment Counselors bought 1,139 Schwab US Broad Market ETF shares in Q2 2026, an estimated $31.9K.
  • Schwab US Broad Market ETF made up 0.11% of Sigma Investment Counselors's portfolio in Q2 2026, its #91 holding.
  • Sigma Investment Counselors first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's Schwab US Broad Market ETF position peaked at $3.81M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.