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Signature Estate & Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Signature Estate & Investment Advisors’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 		$768K Sell
26,516
-1,329
-5% -$37.2K 0.01% 345
2026
Q1 		$699K Buy
27,845
+1,445
+5% +$37.9K 0.01% 353
2025
Q4 		$692K Buy
26,400
+1,948
+8% +$50.7K 0.01% 329
2025
Q3 		$629K Buy
24,452
+109
+0.4% +$2.7K 0.01% 340
2025
Q2 		$580K Sell
24,343
-18,365
-43% -$405K 0.01% 337
2025
Q1 		$920K Buy
42,708
+1,632
+4% +$37.1K 0.02% 231
2024
Q4 		$932K Buy
41,076
+7,896
+24% +$180K 0.02% 230
2024
Q3 		$736K Buy
33,180
+105
+0.3% +$2.24K 0.02% 246
2024
Q2 		$693K Buy
+33,075
New +$670K 0.02% 251
2017
Q1 		– Sell
-18,954
Closed -$171K – 201
2016
Q4 		$171K Buy
18,954
+120
+0.6% +$1.06K 0.02% 127
2016
Q3 		$164K Buy
18,834
+66
+0.4% +$573 0.02% 130
2016
Q2 		$157K Buy
18,768
+90
+0.5% +$747 0.03% 136
2016
Q1 		$153K Buy
18,678
+96
+0.5% +$746 0.03% 108
2015
Q4 		$152K Hold
18,582
– – 0.03% 108
2015
Q3 		$144K Hold
18,582
– – 0.03% 95
2015
Q2 		$156K Buy
+18,582
New +$159K 0.03% 80
2015
Q1 		– Sell
-28,032
Closed -$233K – 95
2014
Q4 		$233K Buy
+28,032
New +$227K 0.08% 61

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Signature Estate & Investment Advisors's SCHB Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 4.8% in Q2 2026, selling an estimated $37.2K and leaving 26,516 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #345.

Signature Estate & Investment Advisors first reported a position in SCHB in Q4 2014 and has held it in 17 quarters since. The position peaked at $932K in Q4 2024. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Signature Estate & Investment Advisors held 26,516 shares of Schwab US Broad Market ETF worth $768K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,329 Schwab US Broad Market ETF shares in Q2 2026, an estimated $37.2K.
  • Schwab US Broad Market ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • Signature Estate & Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 17 quarters since.
  • Signature Estate & Investment Advisors's Schwab US Broad Market ETF position peaked at $932K in Q4 2024.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.