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

Smithbridge 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	$557K	Sell	19,237 -1,890	-9%	-$52.9K	0.08%	123
2026 Q1	$530K	Sell	21,127 -22,410	-51%	-$588K	0.08%	127
2025 Q4	$1.14M	Buy	43,537 +21,768	+100%	+$567K	0.1%	100
2025 Q3	$560K	Sell	21,769 -8,484	-28%	-$210K	0.08%	117
2025 Q2	$721K	Sell	30,253 -8,808	-23%	-$194K	0.13%	89
2025 Q1	$841K	Buy	+39,061	New	+$889K	0.16%	92
2024 Q3	$1.22M	Sell	55,092 -2,502	-4%	-$53.4K	0.21%	81
2024 Q2	$1.21M	Sell	57,594 -117	-0.2%	-$2.37K	0.25%	76
2024 Q1	$1.17M	Sell	57,711 -363	-0.6%	-$7.02K	0.24%	78
2023 Q4	$1.08M	Sell	58,074 -105	-0.2%	-$1.81K	0.25%	78
2023 Q3	$967K	Sell	58,179 -4,434	-7%	-$76.7K	0.24%	84
2023 Q2	$1.08M	Sell	62,613 -1,167	-2%	-$19K	0.25%	82
2023 Q1	$1.02M	Sell	63,780 -420	-0.7%	-$6.57K	0.26%	82
2022 Q4	$959K	Sell	64,200 -7,350	-10%	-$110K	0.25%	86
2022 Q3	$1M	Sell	71,550 -3,465	-5%	-$53.9K	0.41%	62
2022 Q2	$1.1M	Sell	75,015 -7,191	-9%	-$115K	0.43%	63
2022 Q1	$1.46M	Buy	82,206 +168	+0.2%	+$2.95K	0.48%	62
2021 Q4	$1.54M	Sell	82,038 -174	-0.2%	-$3.2K	0.47%	61
2021 Q3	$1.42M	Buy	82,212 +5,100	+7%	+$90.7K	0.47%	64
2021 Q2	$1.34M	Sell	77,112 -672	-0.9%	-$11.4K	0.44%	63
2021 Q1	$1.25M	Buy	77,784 +3,444	+5%	+$54.3K	0.54%	50
2020 Q4	$1.13M	Buy	74,340 +6,756	+10%	+$96.2K	0.52%	49
2020 Q3	$897K	Sell	67,584 -90	-0.1%	-$1.18K	0.46%	53
2020 Q2	$829K	Buy	67,674 +510	+0.8%	+$5.88K	0.46%	51
2020 Q1	$676K	Buy	67,164 +312	+0.5%	+$3.77K	0.45%	50
2019 Q4	$857K	Buy	66,852 +11,526	+21%	+$141K	0.44%	57
2019 Q3	$655K	Buy	55,326 +1,968	+4%	+$23.3K	0.37%	59
2019 Q2	$627K	Buy	53,358 +4,608	+9%	+$53.2K	0.36%	59
2019 Q1	$553K	Buy	48,750 +17,898	+58%	+$195K	0.33%	60
2018 Q4	$308K	Buy	30,852 +6,654	+27%	+$71.9K	0.22%	65
2018 Q3	$284K	Buy	24,198 +876	+4%	+$10.1K	0.17%	68
2018 Q2	$257K	Buy	+23,322	New	+$255K	0.16%	69

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

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

Smithbridge Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 8.9% in Q2 2026, selling an estimated $52.9K and leaving 19,237 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #123.

Smithbridge Asset Management first reported a position in SCHB in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.54M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Smithbridge Asset Management held 19,237 shares of Schwab US Broad Market ETF worth $557K as of Q2 2026.
Smithbridge Asset Management sold 1,890 Schwab US Broad Market ETF shares in Q2 2026, an estimated $52.9K.
Schwab US Broad Market ETF made up 0.08% of Smithbridge Asset Management's portfolio in Q2 2026, its #123 holding.
Smithbridge Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 32 quarters since.
Smithbridge Asset Management's Schwab US Broad Market ETF position peaked at $1.54M in Q4 2021.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.