Simplex Trading
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Simplex Trading’s Schwab US Broad Market ETF SCHB Stock Holding History

Simplex Trading’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 		– Sell
-1,956
Closed -$51.3K – 10016
2025
Q4 		$51.3K Buy
+1,956
New +$50.9K ﹤0.01% 5632
2024
Q1 		– Sell
-1,329
Closed -$25.7K – 9749
2023
Q4 		$24K Buy
+1,329
New +$23K ﹤0.01% 6780
2023
Q2 		– Sell
-3,477
Closed -$56.7K – 9818
2023
Q1 		$55K Sell
3,477
-30,714
-90% -$480K ﹤0.01% 5824
2022
Q4 		$510K Buy
34,191
+7,428
+28% +$112K ﹤0.01% 3136
2022
Q3 		$374K Buy
+26,763
New +$416K ﹤0.01% 3816
2019
Q4 		– Sell
-12,750
Closed -$156K – 7888
2019
Q3 		$150K Buy
12,750
+1,284
+11% +$15.2K ﹤0.01% 3871
2019
Q2 		$134K Sell
11,466
-2,322
-17% -$26.8K ﹤0.01% 3888
2019
Q1 		$156K Buy
13,788
+8,592
+165% +$93.8K ﹤0.01% 3874
2018
Q4 		$51K Buy
+5,196
New +$56.2K ﹤0.01% 4505
2018
Q2 		– Sell
-552
Closed -$6.04K – 7831
2018
Q1 		$5K Buy
+552
New +$6.07K ﹤0.01% 4667
2015
Q4 		– Sell
-4,710
Closed -$38.8K – 6054
2015
Q3 		$36K Buy
4,710
+4,026
+589% +$33.1K ﹤0.01% 2256
2015
Q2 		$5K Buy
+684
New +$5.84K ﹤0.01% 3678

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 $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

Simplex Trading's SCHB Position: Q1 2026 in Review

Simplex Trading sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 1,956 shares — an estimated $51.3K sold.

Simplex Trading first reported a position in SCHB in Q2 2015 and held it in 12 quarters. The position peaked at $510K in Q4 2022. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Simplex Trading reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,956 Schwab US Broad Market ETF shares in Q1 2026, an estimated $51.3K.
  • Simplex Trading first reported a position in Schwab US Broad Market ETF in Q2 2015 and held it in 12 quarters.
  • Simplex Trading's Schwab US Broad Market ETF position peaked at $510K in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.