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Tannin Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Tannin Capital’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 		$860K Buy
29,704
+1
+0% +$28 0.57% 52
2026
Q1 		$746K Buy
29,703
+1
+0% +$26 0.54% 53
2025
Q4 		$779K Buy
+29,702
New +$773K 0.7% 45

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UBS Group
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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

Tannin Capital's SCHB Position: Q2 2026 in Review

Tannin Capital increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $28 and bringing the position to 29,704 shares worth $860K. The position accounts for 0.57% of the portfolio, ranked #52.

Tannin Capital first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,387 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tannin Capital held 29,704 shares of Schwab US Broad Market ETF worth $860K as of Q2 2026.
  • Tannin Capital bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up 0.57% of Tannin Capital's portfolio in Q2 2026, its #52 holding.
  • Tannin Capital first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tannin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.