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Tandem Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Tandem Investment Partners’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 		$1.43M Buy
49,444
+1,800
+4% +$50.4K 1.1% 27
2026
Q1 		$1.2M Buy
47,644
+2,177
+5% +$57.1K 1.01% 27
2025
Q4 		$1.19M Buy
45,467
+5,894
+15% +$153K 1.01% 27
2025
Q3 		$1.02M Sell
39,573
-621
-2% -$15.4K 0.84% 34
2025
Q2 		$958K Sell
40,194
-541
-1% -$11.9K 0.84% 33
2025
Q1 		$877K Sell
40,735
-671
-2% -$15.3K 0.87% 29
2024
Q4 		$940K Buy
+41,406
New +$946K 0.9% 25

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

Tandem Investment Partners's SCHB Position: Q2 2026 in Review

Tandem Investment Partners increased its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q2 2026, buying an estimated $50.4K and bringing the position to 49,444 shares worth $1.43M. The position accounts for 1.1% of the portfolio, ranked #27.

Tandem Investment Partners first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tandem Investment Partners held 49,444 shares of Schwab US Broad Market ETF worth $1.43M as of Q2 2026.
  • Tandem Investment Partners bought 1,800 Schwab US Broad Market ETF shares in Q2 2026, an estimated $50.4K.
  • Schwab US Broad Market ETF made up 1.1% of Tandem Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Tandem Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.