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

SVRN 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 		$256K Hold
8,844
– – 0.13% 46
2026
Q1 		$222K Hold
8,844
– – 0.21% 37
2025
Q4 		$232K Buy
+8,844
New +$230K 0.19% 37

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Betterment LLC
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R
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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

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

SVRN Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,844 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #46.

SVRN Asset Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SVRN Asset Management held 8,844 shares of Schwab US Broad Market ETF worth $256K as of Q2 2026.
  • SVRN Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.13% of SVRN Asset Management's portfolio in Q2 2026, its #46 holding.
  • SVRN Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SVRN Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.