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TCTC Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History

TCTC Holdings’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
Q1 		– Sell
-6,180
Closed -$162K – 511
2025
Q4 		$162K Hold
6,180
– – ﹤0.01% 233
2025
Q3 		$159K Hold
6,180
– – ﹤0.01% 221
2025
Q2 		$147K Hold
6,180
– – ﹤0.01% 231
2025
Q1 		$133K Hold
6,180
– – ﹤0.01% 234
2024
Q4 		$140K Hold
6,180
– – 0.01% 230
2024
Q3 		$137K Hold
6,180
– – ﹤0.01% 230
2024
Q2 		$130K Buy
+6,180
New +$125K ﹤0.01% 239

Other funds holding SCHB

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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

TCTC Holdings's SCHB Position: Q1 2026 in Review

TCTC Holdings sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 6,180 shares — an estimated $162K sold.

TCTC Holdings first reported a position in SCHB in Q2 2024 and held it in 7 quarters. The position peaked at $162K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • TCTC Holdings reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 6,180 Schwab US Broad Market ETF shares in Q1 2026, an estimated $162K.
  • TCTC Holdings first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 7 quarters.
  • TCTC Holdings's Schwab US Broad Market ETF position peaked at $162K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.