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SVB Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

SVB Wealth’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 		$1.22M Hold
42,278
– – 0.08% 173
2026
Q1 		$1.06M Sell
42,278
-7,490
-15% -$197K 0.07% 186
2025
Q4 		$1.31M Sell
49,768
-13,722
-22% -$357K 0.08% 185
2025
Q3 		$1.63M Sell
63,490
-1,400
-2% -$34.7K 0.09% 169
2025
Q2 		$1.55M Buy
+64,890
New +$1.43M 0.08% 183
2025
Q1 		– Sell
-100,038
Closed -$2.27M – 1741
2024
Q4 		$2.27M Buy
+100,038
New +$2.28M 0.04% 214
2024
Q3 		– Sell
-101,946
Closed -$2.14M – 491
2024
Q2 		$2.14M Sell
101,946
-1,908
-2% -$38.7K 0.05% 226
2024
Q1 		$2.11M Buy
103,854
+1,908
+2% +$36.9K 0.05% 242
2023
Q4 		$1.89M Sell
101,946
-1,143
-1% -$19.7K 0.05% 248
2023
Q3 		$1.71M Buy
103,089
+29,124
+39% +$504K 0.04% 244
2023
Q2 		$1.27M Sell
73,965
-5,592
-7% -$91.2K 0.02% 301
2023
Q1 		$1.27M Buy
79,557
+7,098
+10% +$111K 0.02% 338
2022
Q4 		$1.08M Buy
+72,459
New +$1.09M 0.01% 385
2022
Q2 		– Sell
-4,542
Closed -$80K – 834
2022
Q1 		$80K Hold
4,542
– – ﹤0.01% 731
2021
Q4 		$85K Buy
4,542
+1,326
+41% +$24.4K ﹤0.01% 747
2021
Q3 		$55K Hold
3,216
– – ﹤0.01% 955
2021
Q2 		$55K Sell
3,216
-13,200
-80% -$223K ﹤0.01% 941
2021
Q1 		$264K Sell
16,416
-53,604
-77% -$845K ﹤0.01% 739
2020
Q4 		$1.06M Buy
70,020
+1,320
+2% +$18.8K 0.02% 320
2020
Q3 		$912K Buy
68,700
+14,376
+26% +$189K 0.02% 309
2020
Q2 		$665K Hold
54,324
– – 0.01% 324
2020
Q1 		$547K Hold
54,324
– – 0.01% 303
2019
Q4 		$696K Buy
+54,324
New +$667K 0.01% 363

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
SCS Capital Management
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

SVB Wealth's SCHB Position: Q2 2026 in Review

SVB Wealth held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 42,278 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #173.

SVB Wealth first reported a position in SCHB in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.27M in Q4 2024. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SVB Wealth held 42,278 shares of Schwab US Broad Market ETF worth $1.22M as of Q2 2026.
  • SVB Wealth left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #173 holding.
  • SVB Wealth first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 23 quarters since.
  • SVB Wealth's Schwab US Broad Market ETF position peaked at $2.27M in Q4 2024.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.