SWM
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Stockman Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Stockman Wealth 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 		– Sell
-16,273
Closed -$408K – 186
2026
Q1 		$408K Buy
16,273
+95
+0.6% +$2.49K 0.05% 121
2025
Q4 		$424K Hold
16,178
– – 0.05% 116
2025
Q3 		$416K Sell
16,178
-6,332
-28% -$157K 0.05% 116
2025
Q2 		$536K Sell
22,510
-210
-0.9% -$4.63K 0.07% 99
2025
Q1 		$489K Sell
22,720
-10,130
-31% -$230K 0.07% 103
2024
Q4 		$746K Buy
32,850
+1,896
+6% +$43.3K 0.12% 81
2024
Q3 		$686K Sell
30,954
-2,700
-8% -$57.6K 0.11% 87
2024
Q2 		$705K Sell
33,654
-6,849
-17% -$139K 0.12% 80
2024
Q1 		$824K Sell
40,503
-2,187
-5% -$42.3K 0.15% 75
2023
Q4 		$792K Buy
42,690
+288
+0.7% +$4.97K 0.16% 73
2023
Q3 		$705K Sell
42,402
-2,370
-5% -$41K 0.16% 80
2023
Q2 		$772K Sell
44,772
-2,748
-6% -$44.8K 0.17% 80
2023
Q1 		$758K Sell
47,520
-6,849
-13% -$107K 0.17% 79
2022
Q4 		$812K Sell
54,369
-258,174
-83% -$3.88M 0.19% 81
2022
Q3 		$4.38M Sell
312,543
-3,432
-1% -$53.4K 1.18% 35
2022
Q2 		$4.65M Buy
315,975
+6,462
+2% +$104K 1.19% 33
2022
Q1 		$5.51M Buy
309,513
+32,067
+12% +$563K 1.14% 32
2021
Q4 		$5.23M Buy
277,446
+29,856
+12% +$549K 1.07% 37
2021
Q3 		$4.29M Buy
247,590
+18,498
+8% +$329K 0.95% 38
2021
Q2 		$3.98M Buy
229,092
+13,860
+6% +$235K 0.95% 37
2021
Q1 		$3.47M Buy
215,232
+16,962
+9% +$267K 0.97% 36
2020
Q4 		$3.01M Buy
198,270
+3,306
+2% +$47.1K 0.92% 39
2020
Q3 		$2.59M Buy
194,964
+15,600
+9% +$205K 0.94% 38
2020
Q2 		$2.2M Buy
179,364
+18,612
+12% +$215K 0.82% 40
2020
Q1 		$1.62M Buy
160,752
+25,830
+19% +$313K 0.72% 44
2019
Q4 		$1.73M Buy
134,922
+27,312
+25% +$335K 0.61% 48
2019
Q3 		$1.27M Buy
107,610
+36,078
+50% +$426K 0.49% 53
2019
Q2 		$841K Buy
71,532
+19,578
+38% +$226K 0.34% 65
2019
Q1 		$589K Buy
51,954
+23,358
+82% +$255K 0.26% 70
2018
Q4 		$286K Buy
28,596
+5,934
+26% +$64.2K 0.14% 115
2018
Q3 		$266K Buy
22,662
+1,014
+5% +$11.7K 0.11% 129
2018
Q2 		$238K Hold
21,648
– – 0.11% 127
2018
Q1 		$230K Sell
21,648
-1,806
-8% -$19.8K 0.11% 129
2017
Q4 		$252K Buy
23,454
+1,380
+6% +$14.5K 0.11% 126
2017
Q3 		$224K Buy
+22,074
New +$219K 0.11% 129
2017
Q2 		– Sell
-22,716
Closed -$216K – 129
2017
Q1 		$216K Sell
22,716
-870
-4% -$8.16K 0.12% 123
2016
Q4 		$213K Sell
23,586
-1,380
-6% -$12.2K 0.13% 115
2016
Q3 		$218K Sell
24,966
-1,194
-5% -$10.4K 0.14% 112
2016
Q2 		$219K Sell
26,160
-3,066
-10% -$25.4K 0.17% 65
2016
Q1 		$240K Buy
+29,226
New +$227K 0.19% 67

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

Stockman Wealth Management's SCHB Position: Q2 2026 in Review

Stockman Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 16,273 shares — an estimated $408K sold.

Stockman Wealth Management first reported a position in SCHB in Q1 2016 and held it in 40 quarters. The position peaked at $5.51M in Q1 2022. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Stockman Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Stockman Wealth Management sold 16,273 Schwab US Broad Market ETF shares in Q2 2026, an estimated $408K.
  • Stockman Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2016 and held it in 40 quarters.
  • Stockman Wealth Management's Schwab US Broad Market ETF position peaked at $5.51M in Q1 2022.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.