TBC
SCHB icon

Ted Buchan & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Ted Buchan & Co’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 		$229K Sell
7,900
-227
-3% -$6.36K 0.07% 88
2026
Q1 		$204K Buy
+8,127
New +$213K 0.07% 87

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 $103B AUM 28.65% 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

Ted Buchan & Co's SCHB Position: Q2 2026 in Review

Ted Buchan & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, selling an estimated $6.36K and leaving 7,900 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #88.

Ted Buchan & Co first reported a position in SCHB in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Ted Buchan & Co held 7,900 shares of Schwab US Broad Market ETF worth $229K as of Q2 2026.
  • Ted Buchan & Co sold 227 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.36K.
  • Schwab US Broad Market ETF made up 0.07% of Ted Buchan & Co's portfolio in Q2 2026, its #88 holding.
  • Ted Buchan & Co first reported a position in Schwab US Broad Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.