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

Signature Resources 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	$1.63M	Sell	56,223 -953	-2%	-$26.7K	0.64%	22
2026 Q1	$1.44M	Sell	57,176 -100	-0.2%	-$2.62K	0.68%	19
2025 Q4	$1.5M	Sell	57,276 -176	-0.3%	-$4.58K	0.76%	19
2025 Q3	$1.48M	Sell	57,452 -130	-0.2%	-$3.22K	0.81%	18
2025 Q2	$1.37M	Sell	57,582 -9,042	-14%	-$199K	0.83%	19
2025 Q1	$1.43M	Sell	66,624 -178	-0.3%	-$4.05K	1.23%	14
2024 Q4	$1.52M	Sell	66,802 -548	-0.8%	-$12.5K	1.35%	12
2024 Q3	$1.49M	Sell	67,350 -2,127	-3%	-$45.4K	1.37%	11
2024 Q2	$1.46M	Sell	69,477 -3,336	-5%	-$67.6K	1.21%	13
2024 Q1	$1.35M	Sell	72,813 -4,752	-6%	-$92K	1.27%	12
2023 Q4	$1.44M	Buy	+77,565	New	+$1.34M	1.31%	12

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 $103B AUM 28.65% 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

Signature Resources Capital Management's SCHB Position: Q2 2026 in Review

Signature Resources Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $26.7K and leaving 56,223 shares worth $1.63M. The position accounts for 0.64% of the portfolio, ranked #22.

Signature Resources Capital Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Signature Resources Capital Management held 56,223 shares of Schwab US Broad Market ETF worth $1.63M as of Q2 2026.
Signature Resources Capital Management sold 953 Schwab US Broad Market ETF shares in Q2 2026, an estimated $26.7K.
Schwab US Broad Market ETF made up 0.64% of Signature Resources Capital Management's portfolio in Q2 2026, its #22 holding.
Signature Resources Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.