SI
SCHB icon

Stephens Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Stephens Inc’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 		$292K Hold
10,083
– – ﹤0.01% 1089
2026
Q1 		$253K Hold
10,083
– – ﹤0.01% 1108
2025
Q4 		$264K Hold
10,083
– – ﹤0.01% 1093
2025
Q3 		$259K Hold
10,083
– – ﹤0.01% 1109
2025
Q2 		$240K Hold
10,083
– – ﹤0.01% 1102
2025
Q1 		$217K Hold
10,083
– – ﹤0.01% 1118
2024
Q4 		$229K Hold
10,083
– – ﹤0.01% 1122
2024
Q3 		$224K Hold
10,083
– – ﹤0.01% 1154
2024
Q2 		$211K Hold
10,083
– – ﹤0.01% 1141
2024
Q1 		$205K Buy
+10,083
New +$195K ﹤0.01% 1156

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

Stephens Inc's SCHB Position: Q2 2026 in Review

Stephens Inc held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,083 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Stephens Inc first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stephens Inc held 10,083 shares of Schwab US Broad Market ETF worth $292K as of Q2 2026.
  • Stephens Inc left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1089 holding.
  • Stephens Inc first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.