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Strategic Equity Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Equity 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 		$213K Buy
+7,340
New +$205K 0.07% 63
2026
Q1 		– Sell
-10,002
Closed -$262K – 76
2025
Q4 		$262K Sell
10,002
-2,090
-17% -$54.4K 0.09% 60
2025
Q3 		$311K Sell
12,092
-1,284
-10% -$31.8K 0.12% 51
2025
Q2 		$319K Sell
13,376
-1,347
-9% -$29.7K 0.12% 55
2025
Q1 		$317K Buy
14,723
+1,257
+9% +$28.6K 0.13% 48
2024
Q4 		$306K Sell
13,466
-1,273
-9% -$29.1K 0.13% 45
2024
Q3 		$327K Sell
14,739
-1,191
-7% -$25.4K 0.16% 45
2024
Q2 		$334K Sell
15,930
-3,993
-20% -$80.9K 0.22% 34
2024
Q1 		$405K Sell
19,923
-504
-2% -$9.75K 0.34% 26
2023
Q4 		$379K Sell
20,427
-132,249
-87% -$2.28M 0.43% 21
2023
Q3 		$2.54M Sell
152,676
-3,918
-3% -$67.8K 0.96% 17
2023
Q2 		$2.7M Sell
156,594
-6,834
-4% -$111K 0.92% 17
2023
Q1 		$2.61M Sell
163,428
-97,533
-37% -$1.52M 0.93% 20
2022
Q4 		$3.9M Buy
+260,961
New +$3.92M 1.5% 17
2022
Q3 		– Sell
-82,398
Closed -$1.21M – 44
2022
Q2 		$1.21M Sell
82,398
-3,981
-5% -$63.9K 0.63% 20
2022
Q1 		$1.54M Buy
+86,379
New +$1.52M 0.55% 22

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

Strategic Equity Management's SCHB Position: Q2 2026 in Review

Strategic Equity Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 7,340 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings. This is a return to the name: Strategic Equity Management previously reported a position in SCHB as recently as Q4 2025.

Strategic Equity Management first reported a position in SCHB in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.9M in Q4 2022. 1,393 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strategic Equity Management held 7,340 shares of Schwab US Broad Market ETF worth $213K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Strategic Equity Management position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.07% of Strategic Equity Management's portfolio in Q2 2026, its #63 holding.
  • Strategic Equity Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 16 quarters since.
  • Strategic Equity Management's Schwab US Broad Market ETF position peaked at $3.9M in Q4 2022.
  • 1,393 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.