Summit Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Summit Asset 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	$665K	Sell	22,974 -990	-4%	-$27.7K	0.09%	95
2026 Q1	$601K	Sell	23,964 -1,277	-5%	-$33.5K	0.08%	95
2025 Q4	$662K	Buy	25,241 +8	+0%	+$208	0.09%	91
2025 Q3	$649K	Buy	25,233 +608	+2%	+$15.1K	0.1%	91
2025 Q2	$587K	Buy	24,625 +667	+3%	+$14.7K	0.1%	95
2025 Q1	$516K	Buy	23,958 +753	+3%	+$17.1K	0.09%	97
2024 Q4	$527K	Hold	23,205	–	–	0.09%	94
2024 Q3	$515K	Sell	23,205 -246	-1%	-$5.25K	0.1%	94
2024 Q2	$491K	Buy	23,451 +723	+3%	+$14.6K	0.1%	95
2024 Q1	$462K	Buy	22,728 +543	+2%	+$10.5K	0.1%	93
2023 Q4	$412K	Hold	22,185	–	–	0.1%	98
2023 Q3	$369K	Hold	22,185	–	–	0.1%	99
2023 Q2	$382K	Sell	22,185 -18,321	-45%	-$299K	0.1%	104
2023 Q1	$646K	Buy	40,506 +414	+1%	+$6.47K	0.18%	66
2022 Q4	$599K	Buy	40,092 +378	+1%	+$5.68K	0.17%	70
2022 Q3	$556K	Buy	39,714 +435	+1%	+$6.77K	0.18%	72
2022 Q2	$579K	Buy	39,279 +300	+0.8%	+$4.82K	0.18%	73
2022 Q1	$694K	Sell	38,979 -3	-0%	-$53	0.2%	71
2021 Q4	$734K	Hold	38,982	–	–	0.21%	69
2021 Q3	$675K	Hold	38,982	–	–	0.21%	68
2021 Q2	$677K	Sell	38,982 -288	-0.7%	-$4.87K	0.21%	67
2021 Q1	$633K	Buy	39,270 +8,370	+27%	+$132K	0.22%	67
2020 Q4	$469K	Hold	30,900	–	–	0.17%	75
2020 Q3	$410K	Hold	30,900	–	–	0.17%	75
2020 Q2	$378K	Hold	30,900	–	–	0.17%	70
2020 Q1	$311K	Hold	30,900	–	–	0.17%	76
2019 Q4	$396K	Buy	30,900 +6	+0%	+$74	0.17%	69
2019 Q3	$366K	Hold	30,894	–	–	0.17%	69
2019 Q2	$363K	Hold	30,894	–	–	0.17%	68
2019 Q1	$350K	Sell	30,894 -288	-0.9%	-$3.15K	0.17%	69
2018 Q4	$311K	Buy	31,182 +6	+0%	+$65	0.18%	69
2018 Q3	$366K	Hold	31,176	–	–	0.17%	70
2018 Q2	$343K	Hold	31,176	–	–	0.16%	74
2018 Q1	$331K	Hold	31,176	–	–	0.16%	76
2017 Q4	$335K	Hold	31,176	–	–	0.16%	77
2017 Q3	$316K	Buy	31,176 +288	+0.9%	+$2.86K	0.16%	78
2017 Q2	$301K	Hold	30,888	–	–	0.16%	79
2017 Q1	$294K	Buy	+30,888	New	+$290K	0.17%	78
2014 Q4	–	Sell	-31,308	Closed	-$248K	–	91
2014 Q3	$248K	Hold	31,308	–	–	0.19%	71
2014 Q2	$249K	Sell	31,308 -1,428	-4%	-$11K	0.19%	72
2014 Q1	$249K	Sell	32,736 -2,544	-7%	-$19K	0.2%	72
2013 Q4	$265K	Hold	35,280	–	–	0.21%	70
2013 Q3	$242K	Sell	35,280 -1,836	-5%	-$12.5K	0.21%	71
2013 Q2	$241K	Buy	+37,116	New	+$241K	0.23%	68

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Summit Asset Management's SCHB Position: Q2 2026 in Review

Summit Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q2 2026, selling an estimated $27.7K and leaving 22,974 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #95.

Summit Asset Management first reported a position in SCHB in Q2 2013 and has held it in 44 quarters since. The position peaked at $734K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Summit Asset Management held 22,974 shares of Schwab US Broad Market ETF worth $665K as of Q2 2026.
Summit Asset Management sold 990 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.7K.
Schwab US Broad Market ETF made up 0.09% of Summit Asset Management's portfolio in Q2 2026, its #95 holding.
Summit Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 44 quarters since.
Summit Asset Management's Schwab US Broad Market ETF position peaked at $734K in Q4 2021.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.