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 		$3.22M Sell
106,200
-21,000
-17% -$551K ﹤0.01% 1443
2025
Q4 		$3.56M Buy
127,200
+8,800
+7% +$229K ﹤0.01% 1535
2025
Q3 		$3.24M Buy
118,400
+36,500
+45% +$903K ﹤0.01% 1859
2025
Q2 		$2.19M Sell
81,900
-5,400
-6% -$119K ﹤0.01% 2019
2025
Q1 		$2.39M Sell
87,300
-149,500
-63% -$3.4M ﹤0.01% 1877
2024
Q4 		$6.46M Sell
236,800
-331,100
-58% -$7.56M ﹤0.01% 1296
2024
Q3 		$12.7M Buy
567,900
+316,200
+126% +$6.75M 0.01% 893
2024
Q2 		$6.26M Buy
251,700
+78,900
+46% +$1.6M ﹤0.01% 1289
2024
Q1 		$4.33M Sell
172,800
-210,000
-55% -$4.06M ﹤0.01% 1720
2023
Q4 		$8.23M Buy
382,800
+171,900
+82% +$2.97M 0.01% 1225
2023
Q3 		$4.94M Buy
210,900
+106,800
+103% +$1.85M ﹤0.01% 1361
2023
Q2 		$2.49M Sell
104,100
-42,600
-29% -$694K ﹤0.01% 1801
2023
Q1 		$3.5M Sell
146,700
-22,800
-13% -$356K ﹤0.01% 1517
2022
Q4 		$4.03M Buy
169,500
+47,100
+38% +$708K ﹤0.01% 1351
2022
Q3 		$2.52M Buy
122,400
+21,600
+21% +$336K ﹤0.01% 1758
2022
Q2 		$2.34M Sell
100,800
-43,800
-30% -$703K ﹤0.01% 1711
2022
Q1 		$3.61M Buy
144,600
+48,600
+51% +$853K ﹤0.01% 1531
2021
Q4 		$1.27M Buy
96,000
+51,600
+116% +$949K ﹤0.01% 2548
2021
Q3 		$611K Hold
44,400
– – ﹤0.01% 3784
2021
Q2 		$610K Buy
44,400
+42,804
+2,682% +$724K ﹤0.01% 3851
2021
Q1 		$1.94M Buy
1,596
+666
+72% +$10.5K ﹤0.01% 1632
2020
Q4 		$1.07M Sell
930
-120
-11% -$1.71K ﹤0.01% 2462
2020
Q3 		$1.01M Sell
1,050
-18
-2% -$237 ﹤0.01% 2217
2020
Q2 		$974K Buy
1,068
+732
+218% +$8.44K ﹤0.01% 2179
2020
Q1 		$245K Buy
336
+228
+211% +$2.76K ﹤0.01% 3357
2019
Q4 		$87K Sell
108
-18
-14% -$221 ﹤0.01% 4655
2019
Q3 		$98K Buy
126
+108
+600% +$1.28K ﹤0.01% 4344
2019
Q2 		$15K Sell
18
-666
-97% -$7.69K ﹤0.01% 5850
2019
Q1 		$611K Buy
684
+654
+2,180% +$7.14K ﹤0.01% 2459
2018
Q4 		$19K Buy
+30
New +$324 ﹤0.01% 5380
2018
Q3 		– Sell
-66
Closed -$56K – 7969
2018
Q2 		$56K Buy
+66
New +$722 ﹤0.01% 4934
2017
Q1 		– Sell
-96
Closed -$1K – 6712
2016
Q4 		$1K Buy
+96
New +$846 ﹤0.01% 5493
2016
Q3 		– Sell
-204
Closed -$1K – 6377
2016
Q2 		$1K Buy
204
+24
+13% +$199 ﹤0.01% 5425
2016
Q1 		$2K Sell
180
-6
-3% -$47 ﹤0.01% 4795
2015
Q4 		$1K Sell
186
-120
-39% -$990 ﹤0.01% 4986
2015
Q3 		$19K Buy
306
+66
+28% +$542 ﹤0.01% 2853
2015
Q2 		$4K Buy
+240
New +$2.05K ﹤0.01% 3864

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. 1,307 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.