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 		$11.6M Sell
381,500
-84,700
-18% -$2.22M 0.01% 645
2025
Q4 		$13M Sell
466,200
-36,000
-7% -$937K 0.01% 718
2025
Q3 		$14M Buy
502,200
+15,800
+3% +$391K 0.01% 778
2025
Q2 		$12.8M Sell
486,400
-108,400
-18% -$2.39M 0.01% 742
2025
Q1 		$16.4M Buy
594,800
+198,200
+50% +$4.51M 0.01% 616
2024
Q4 		$10.6M Sell
396,600
-289,800
-42% -$6.62M 0.01% 996
2024
Q3 		$15.5M Buy
686,400
+288,600
+73% +$6.16M 0.01% 773
2024
Q2 		$9.93M Sell
397,800
-20,700
-5% -$419K 0.01% 1020
2024
Q1 		$10.8M Sell
418,500
-465,900
-53% -$9.02M 0.01% 1077
2023
Q4 		$20.7M Buy
884,400
+307,200
+53% +$5.31M 0.01% 708
2023
Q3 		$13.4M Buy
577,200
+226,200
+64% +$3.91M 0.01% 783
2023
Q2 		$8.34M Buy
351,000
+18,300
+6% +$298K 0.01% 1004
2023
Q1 		$7.53M Sell
332,700
-64,200
-16% -$1M 0.01% 1049
2022
Q4 		$9.1M Sell
396,900
-77,100
-16% -$1.16M 0.01% 890
2022
Q3 		$9.58M Buy
474,000
+21,000
+5% +$327K 0.01% 824
2022
Q2 		$9.06M Buy
453,000
+202,500
+81% +$3.25M 0.01% 838
2022
Q1 		$5.37M Buy
250,500
+11,100
+5% +$195K ﹤0.01% 1192
2021
Q4 		$3.19M Sell
239,400
-82,800
-26% -$1.52M ﹤0.01% 1579
2021
Q3 		$4.1M Sell
322,200
-600
-0.2% -$10.7K ﹤0.01% 1378
2021
Q2 		$4.09M Buy
322,800
+319,872
+10,925% +$5.41M ﹤0.01% 1366
2021
Q1 		$3.56M Buy
2,928
+1,536
+110% +$24.2K 0.01% 1092
2020
Q4 		$1.5M Buy
1,392
+450
+48% +$6.41K ﹤0.01% 2069
2020
Q3 		$870K Buy
942
+408
+76% +$5.37K ﹤0.01% 2390
2020
Q2 		$441K Sell
534
-36
-6% -$415 ﹤0.01% 3058
2020
Q1 		$393K Buy
570
+366
+179% +$4.43K ﹤0.01% 2853
2019
Q4 		$197K Buy
204
+162
+386% +$1.99K ﹤0.01% 3774
2019
Q3 		$34K Sell
42
-48
-53% -$567 ﹤0.01% 5382
2019
Q2 		$91K Sell
90
-48
-35% -$554 ﹤0.01% 4288
2019
Q1 		$143K Buy
138
+114
+475% +$1.25K ﹤0.01% 3962
2018
Q4 		$18K Sell
24
-102
-81% -$1.1K ﹤0.01% 5432
2018
Q3 		$118K Sell
126
-456
-78% -$5.26K ﹤0.01% 4261
2018
Q2 		$415K Sell
582
-102
-15% -$1.11K ﹤0.01% 2645
2018
Q1 		$5K Buy
684
+492
+256% +$5.41K ﹤0.01% 4666
2017
Q4 		$24K Buy
+192
New +$2.01K ﹤0.01% 3142
2017
Q3 		– Sell
-84
Closed -$4K – 6549
2017
Q2 		$4K Buy
+84
New +$811 ﹤0.01% 4804
2017
Q1 		– Sell
-42
Closed -$1K – 6711
2016
Q4 		$1K Sell
42
-774
-95% -$6.82K ﹤0.01% 5492
2016
Q3 		$17K Sell
816
-126
-13% -$1.09K ﹤0.01% 3135
2016
Q2 		$20K Buy
942
+150
+19% +$1.25K ﹤0.01% 2908
2016
Q1 		$15K Sell
792
-6
-0.8% -$47 ﹤0.01% 3075
2015
Q4 		$10K Buy
798
+156
+24% +$1.29K ﹤0.01% 3310
2015
Q3 		$3K Buy
642
+84
+15% +$690 ﹤0.01% 4408
2015
Q2 		$2K Buy
+558
New +$4.77K ﹤0.01% 4348
2015
Q1 		– Sell
-90
Closed -$5K – 5511
2014
Q4 		$5K Buy
+90
New +$729 ﹤0.01% 3112

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

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. 1,307 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.
  • 1,307 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.