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Simon Quick Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Simon Quick 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 		$252K Sell
8,707
-272
-3% -$7.62K 0.01% 366
2026
Q1 		$225K Sell
8,979
-396
-4% -$10.4K 0.01% 351
2025
Q4 		$246K Hold
9,375
– – 0.01% 342
2025
Q3 		$241K Sell
9,375
-399
-4% -$9.88K 0.01% 362
2025
Q2 		$233K Sell
9,774
-253
-3% -$5.57K 0.01% 330
2025
Q1 		$216K Hold
10,027
– – 0.01% 535
2024
Q4 		$228K Sell
10,027
-29,975
-75% -$685K 0.01% 415
2024
Q3 		$887K Sell
40,002
-1,500
-4% -$32K 0.06% 168
2024
Q2 		$870K Sell
41,502
-3,000
-7% -$60.8K 0.06% 146
2024
Q1 		$906K Sell
44,502
-831
-2% -$16.1K 0.07% 133
2023
Q4 		$841K Sell
45,333
-5,766
-11% -$99.6K 0.07% 125
2023
Q3 		$849K Buy
51,099
+3,918
+8% +$67.8K 0.08% 120
2023
Q2 		$813K Buy
47,181
+3
+0% +$49 0.08% 119
2023
Q1 		$753K Buy
47,178
+246
+0.5% +$3.85K 0.08% 116
2022
Q4 		$701K Hold
46,932
– – 0.08% 109
2022
Q3 		$657K Sell
46,932
-17,130
-27% -$266K 0.09% 101
2022
Q2 		$1.04M Buy
+64,062
New +$1.03M 0.14% 84
2020
Q2 		– Sell
-42
Closed -$1K – 494
2020
Q1 		$1K Hold
42
– – ﹤0.01% 458
2019
Q4 		$1K Buy
+42
New +$515 ﹤0.01% 644

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

Simon Quick Advisors's SCHB Position: Q2 2026 in Review

Simon Quick Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, selling an estimated $7.62K and leaving 8,707 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #366.

Simon Quick Advisors first reported a position in SCHB in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Simon Quick Advisors held 8,707 shares of Schwab US Broad Market ETF worth $252K as of Q2 2026.
  • Simon Quick Advisors sold 272 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.62K.
  • Schwab US Broad Market ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #366 holding.
  • Simon Quick Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 19 quarters since.
  • Simon Quick Advisors's Schwab US Broad Market ETF position peaked at $1.04M in Q2 2022.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.