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Team Hewins’s Schwab US Broad Market ETF SCHB Stock Holding History

Team Hewins’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 		$340K Sell
11,745
-7,535
-39% -$211K 0.09% 33
2026
Q1 		$484K Buy
19,280
+8,516
+79% +$223K 0.14% 25
2025
Q4 		$282K Hold
10,764
– – 0.09% 31
2025
Q3 		$277K Hold
10,764
– – 0.09% 29
2025
Q2 		$257K Hold
10,764
– – 0.09% 27
2025
Q1 		$232K Hold
10,764
– – 0.09% 31
2024
Q4 		$244K Buy
+10,764
New +$246K 0.1% 33

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Team Hewins's SCHB Position: Q2 2026 in Review

Team Hewins reduced its Schwab US Broad Market ETF (SCHB) stake by 39% in Q2 2026, selling an estimated $211K and leaving 11,745 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #33.

Team Hewins first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q1 2026. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Team Hewins held 11,745 shares of Schwab US Broad Market ETF worth $340K as of Q2 2026.
  • Team Hewins sold 7,535 Schwab US Broad Market ETF shares in Q2 2026, an estimated $211K.
  • Schwab US Broad Market ETF made up 0.09% of Team Hewins's portfolio in Q2 2026, its #33 holding.
  • Team Hewins first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Team Hewins's Schwab US Broad Market ETF position peaked at $484K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.