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SignatureFD’s Schwab US Broad Market ETF SCHB Stock Holding History

SignatureFD’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 		$3.51M Sell
140,025
-18,639
-12% -$489K 0.05% 134
2025
Q4 		$4.16M Buy
158,664
+1,204
+0.8% +$31.3K 0.06% 120
2025
Q3 		$4.05M Buy
157,460
+1,919
+1% +$47.5K 0.06% 113
2025
Q2 		$3.71M Sell
155,541
-25
-0% -$551 0.06% 118
2025
Q1 		$3.35M Sell
155,566
-2,249
-1% -$51.2K 0.06% 118
2024
Q4 		$3.58M Buy
157,815
+12,267
+8% +$280K 0.07% 102
2024
Q3 		$3.23M Buy
145,548
+1,002
+0.7% +$21.4K 0.06% 114
2024
Q2 		$3.03M Buy
144,546
+1,023
+0.7% +$20.7K 0.06% 115
2024
Q1 		$2.92M Buy
143,523
+19,713
+16% +$381K 0.06% 117
2023
Q4 		$2.3M Buy
123,810
+951
+0.8% +$16.4K 0.05% 132
2023
Q3 		$2.04M Buy
122,859
+26,394
+27% +$457K 0.05% 124
2023
Q2 		$1.66M Buy
96,465
+8,103
+9% +$132K 0.04% 155
2023
Q1 		$1.41M Sell
88,362
-1,092
-1% -$17.1K 0.04% 173
2022
Q4 		$1.34M Buy
89,454
+2,877
+3% +$43.2K 0.04% 177
2022
Q3 		$1.21M Sell
86,577
-44,775
-34% -$697K 0.04% 156
2022
Q2 		$1.94M Buy
131,352
+33,207
+34% +$533K 0.07% 97
2022
Q1 		$1.75M Buy
98,145
+10,725
+12% +$188K 0.05% 132
2021
Q4 		$1.65M Buy
87,420
+660
+0.8% +$12.1K 0.05% 130
2021
Q3 		$1.5M Buy
86,760
+28,626
+49% +$509K 0.05% 128
2021
Q2 		$1.01M Buy
58,134
+3,762
+7% +$63.7K 0.04% 192
2021
Q1 		$876K Buy
54,372
+19,440
+56% +$306K 0.04% 182
2020
Q4 		$530K Buy
34,932
+3,252
+10% +$46.3K 0.03% 255
2020
Q3 		$420K Sell
31,680
-684
-2% -$8.99K 0.02% 279
2020
Q2 		$396K Buy
32,364
+1,164
+4% +$13.4K 0.02% 265
2020
Q1 		$314K Sell
31,200
-14,430
-32% -$175K 0.03% 282
2019
Q4 		$585K Sell
45,630
-738
-2% -$9.05K 0.04% 211
2019
Q3 		$549K Sell
46,368
-2,400
-5% -$28.4K 0.05% 180
2019
Q2 		$573K Buy
48,768
+2,292
+5% +$26.5K 0.05% 160
2019
Q1 		$527K Buy
46,476
+16,032
+53% +$175K 0.04% 168
2018
Q4 		$304K Sell
30,444
-588
-2% -$6.36K 0.03% 252
2018
Q3 		$364K Buy
31,032
+2,346
+8% +$27K 0.04% 264
2018
Q2 		$315K Buy
28,686
+14,178
+98% +$155K 0.04% 285
2018
Q1 		$154K Buy
+14,508
New +$159K 0.02% 394
2016
Q4 		– Sell
-9,342
Closed -$81K – 1024
2016
Q3 		$81K Buy
9,342
+30
+0.3% +$260 0.01% 412
2016
Q2 		$78K Buy
9,312
+48
+0.5% +$398 0.01% 362
2016
Q1 		$76K Buy
9,264
+828
+10% +$6.43K 0.01% 343
2015
Q4 		$69K Buy
8,436
+42
+0.5% +$346 0.01% 308
2015
Q3 		$65K Sell
8,394
-3,486
-29% -$28.6K 0.01% 305
2015
Q2 		$99K Buy
11,880
+60
+0.5% +$513 0.02% 224
2015
Q1 		$99K Buy
11,820
+11,556
+4,377% +$96.6K 0.02% 212
2014
Q4 		$2K Buy
+264
New +$2.14K ﹤0.01% 756

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SignatureFD's SCHB Position: Q1 2026 in Review

SignatureFD reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q1 2026, selling an estimated $489K and leaving 140,025 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #134.

SignatureFD first reported a position in SCHB in Q4 2014 and has held it in 41 quarters since. The position peaked at $4.16M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • SignatureFD held 140,025 shares of Schwab US Broad Market ETF worth $3.51M as of Q1 2026.
  • SignatureFD sold 18,639 Schwab US Broad Market ETF shares in Q1 2026, an estimated $489K.
  • Schwab US Broad Market ETF made up 0.05% of SignatureFD's portfolio in Q1 2026, its #134 holding.
  • SignatureFD first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 41 quarters since.
  • SignatureFD's Schwab US Broad Market ETF position peaked at $4.16M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.