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

Smartleaf 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 		$1.8M Hold
62,775
– – 0.06% 280
2026
Q1 		$1.53M Buy
62,775
+10,499
+20% +$275K 0.06% 307
2025
Q4 		$1.38M Buy
52,276
+19,560
+60% +$509K 0.05% 307
2025
Q3 		$839K Buy
32,716
+1,296
+4% +$32.1K 0.05% 357
2025
Q2 		$745K Buy
31,420
+19,935
+174% +$439K 0.07% 304
2025
Q1 		$246K Buy
11,485
+10,857
+1,729% +$247K 0.02% 509
2024
Q4 		$14.3K Sell
628
-482
-43% -$11K ﹤0.01% 1834
2024
Q3 		$24.5K Buy
1,110
+459
+71% +$9.8K ﹤0.01% 1241
2024
Q2 		$13.7K Buy
651
+87
+15% +$1.76K ﹤0.01% 1237
2024
Q1 		$11.5K Buy
+564
New +$10.9K ﹤0.01% 984
2023
Q4 		– Hold
0
– – – 1105

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 $104B AUM 28.3% 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

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

Smartleaf Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 62,775 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #280.

Smartleaf Asset Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Smartleaf Asset Management held 62,775 shares of Schwab US Broad Market ETF worth $1.8M as of Q2 2026.
  • Smartleaf Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #280 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.