Stifel Financial
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Stifel Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Stifel Financial’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 		$15.8M Sell
546,276
-9,635
-2% -$270K 0.01% 784
2026
Q1 		$14M Buy
555,911
+3,858
+0.7% +$101K 0.01% 785
2025
Q4 		$14.5M Sell
552,053
-30,735
-5% -$800K 0.01% 776
2025
Q3 		$15M Buy
582,788
+1,244
+0.2% +$30.8K 0.01% 754
2025
Q2 		$13.9M Sell
581,544
-247,892
-30% -$5.46M 0.01% 754
2025
Q1 		$17.9M Buy
829,436
+196,845
+31% +$4.48M 0.02% 606
2024
Q4 		$14.4M Buy
632,591
+3,422
+0.5% +$78.2K 0.02% 704
2024
Q3 		$14M Sell
629,169
-10,956
-2% -$234K 0.01% 730
2024
Q2 		$13.4M Sell
640,125
-12,825
-2% -$260K 0.02% 704
2024
Q1 		$13.3M Buy
652,950
+17,799
+3% +$344K 0.02% 697
2023
Q4 		$11.8M Buy
635,151
+17,025
+3% +$294K 0.01% 713
2023
Q3 		$10.3M Buy
618,126
+2,313
+0.4% +$40K 0.01% 706
2023
Q2 		$10.6M Buy
615,813
+559,650
+996% +$9.12M 0.01% 685
2023
Q1 		$896K Buy
56,163
+23,262
+71% +$364K ﹤0.01% 2135
2022
Q4 		$491K Buy
32,901
+2,124
+7% +$31.9K ﹤0.01% 2483
2022
Q3 		$432K Sell
30,777
-4,368
-12% -$68K ﹤0.01% 2512
2022
Q2 		$519K Sell
35,145
-6,675
-16% -$107K ﹤0.01% 2444
2022
Q1 		$744K Sell
41,820
-6,288
-13% -$110K ﹤0.01% 2326
2021
Q4 		$907K Buy
48,108
+13,188
+38% +$243K ﹤0.01% 2199
2021
Q3 		$605K Buy
34,920
+4,650
+15% +$82.7K ﹤0.01% 2463
2021
Q2 		$526K Buy
30,270
+102
+0.3% +$1.73K ﹤0.01% 2553
2021
Q1 		$486K Buy
30,168
+3,684
+14% +$58.1K ﹤0.01% 2510
2020
Q4 		$402K Sell
26,484
-2,376
-8% -$33.8K ﹤0.01% 2446
2020
Q3 		$383K Sell
28,860
-5,142
-15% -$67.6K ﹤0.01% 2247
2020
Q2 		$416K Sell
34,002
-798
-2% -$9.2K ﹤0.01% 2164
2020
Q1 		$353K Sell
34,800
-1,068
-3% -$12.9K ﹤0.01% 2086
2019
Q4 		$460K Buy
35,868
+4,182
+13% +$51.3K ﹤0.01% 2309
2019
Q3 		$377K Sell
31,686
-8,562
-21% -$101K ﹤0.01% 2314
2019
Q2 		$475K Sell
40,248
-3,792
-9% -$43.8K ﹤0.01% 2242
2019
Q1 		$494K Buy
+44,040
New +$481K ﹤0.01% 2074

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

Stifel Financial's SCHB Position: Q2 2026 in Review

Stifel Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q2 2026, selling an estimated $270K and leaving 546,276 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #784.

Stifel Financial first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. The position peaked at $17.9M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stifel Financial held 546,276 shares of Schwab US Broad Market ETF worth $15.8M as of Q2 2026.
  • Stifel Financial sold 9,635 Schwab US Broad Market ETF shares in Q2 2026, an estimated $270K.
  • Schwab US Broad Market ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #784 holding.
  • Stifel Financial first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Stifel Financial's Schwab US Broad Market ETF position peaked at $17.9M in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.