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Spinnaker Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Spinnaker Investment Group’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 		$15M Buy
516,662
+31,113
+6% +$871K 2.4% 9
2026
Q1 		$12.2M Sell
485,549
-48,031
-9% -$1.26M 2.48% 10
2025
Q4 		$14M Sell
533,580
-12,575
-2% -$327K 2.54% 9
2025
Q3 		$14M Buy
546,155
+26,831
+5% +$664K 2.64% 9
2025
Q2 		$12.4M Sell
519,324
-51,438
-9% -$1.13M 2.91% 9
2025
Q1 		$12.3M Sell
570,762
-4,971
-0.9% -$113K 2.78% 9
2024
Q4 		$13.1M Sell
575,733
-29,265
-5% -$668K 3.15% 8
2024
Q3 		$13.4M Sell
604,998
-15,255
-2% -$326K 3.28% 9
2024
Q2 		$13M Sell
620,253
-19,923
-3% -$404K 3.58% 8
2024
Q1 		$13M Sell
640,176
-11,745
-2% -$227K 3.66% 8
2023
Q4 		$12.1M Sell
651,921
-15,786
-2% -$273K 3.67% 8
2023
Q3 		$11.1M Sell
667,707
-28,035
-4% -$485K 3.73% 8
2023
Q2 		$12M Sell
695,742
-30,120
-4% -$491K 3.95% 8
2023
Q1 		$11.6M Sell
725,862
-42,264
-6% -$661K 4.07% 8
2022
Q4 		$11.5M Sell
768,126
-61,794
-7% -$929K 4.08% 8
2022
Q3 		$11.6M Buy
829,920
+285
+0% +$4.43K 4.56% 8
2022
Q2 		$12.2M Sell
829,635
-179,613
-18% -$2.88M 4.98% 9
2022
Q1 		$18.4M Sell
1,009,248
-165,558
-14% -$2.91M 5.98% 7
2021
Q4 		$20.9M Buy
+1,174,806
New +$21.6M 7.33% 4

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 $103B AUM 28.65% 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

Spinnaker Investment Group's SCHB Position: Q2 2026 in Review

Spinnaker Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 6.4% in Q2 2026, buying an estimated $871K and bringing the position to 516,662 shares worth $15M. The position accounts for 2.4% of the portfolio, ranked #9.

Spinnaker Investment Group first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Spinnaker Investment Group held 516,662 shares of Schwab US Broad Market ETF worth $15M as of Q2 2026.
  • Spinnaker Investment Group bought 31,113 Schwab US Broad Market ETF shares in Q2 2026, an estimated $871K.
  • Schwab US Broad Market ETF made up 2.4% of Spinnaker Investment Group's portfolio in Q2 2026, its #9 holding.
  • Spinnaker Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Schwab US Broad Market ETF position peaked at $20.9M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.