Silvercrest Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Silvercrest Asset 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	$355K	Hold	12,257	–	–	﹤0.01%	743
2026 Q1	$308K	Hold	12,257	–	–	﹤0.01%	763
2025 Q4	$322K	Buy	+12,257	New	+$319K	﹤0.01%	783
2025 Q3	–	Sell	-11,725	Closed	-$279K	–	867
2025 Q2	$279K	Buy	11,725 +499	+4%	+$11K	﹤0.01%	774
2025 Q1	$242K	Hold	11,226	–	–	﹤0.01%	793
2024 Q4	$255K	Hold	11,226	–	–	﹤0.01%	778
2024 Q3	$249K	Hold	11,226	–	–	﹤0.01%	747
2024 Q2	$235K	Hold	11,226	–	–	﹤0.01%	848
2024 Q1	$228K	Hold	11,226	–	–	﹤0.01%	836
2023 Q4	$208K	Buy	+11,226	New	+$194K	﹤0.01%	793
2022 Q1	–	Sell	-11,814	Closed	-$222K	–	877
2021 Q4	$222K	Buy	11,814 +42	+0.4%	+$773	﹤0.01%	787
2021 Q3	$204K	Buy	+11,772	New	+$209K	﹤0.01%	813

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

Silvercrest Asset Management's SCHB Position: Q2 2026 in Review

Silvercrest Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 12,257 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Silvercrest Asset Management first reported a position in SCHB in Q3 2021 and has held it in 12 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Silvercrest Asset Management held 12,257 shares of Schwab US Broad Market ETF worth $355K as of Q2 2026.
Silvercrest Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #743 holding.
Silvercrest Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 12 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.