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Tidal Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Tidal Investments’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 		$1.31M Buy
45,100
+14,512
+47% +$406K ﹤0.01% 1598
2026
Q1 		$768K Buy
30,588
+4,391
+17% +$115K ﹤0.01% 1629
2025
Q4 		$687K Buy
+26,197
New +$682K ﹤0.01% 1470
2024
Q4 		– Sell
-33,093
Closed -$734K – 1969
2024
Q3 		$734K Buy
+33,093
New +$707K 0.01% 1180

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

Tidal Investments's SCHB Position: Q2 2026 in Review

Tidal Investments increased its Schwab US Broad Market ETF (SCHB) stake by 47% in Q2 2026, buying an estimated $406K and bringing the position to 45,100 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Tidal Investments first reported a position in SCHB in Q3 2024 and has held it in 4 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tidal Investments held 45,100 shares of Schwab US Broad Market ETF worth $1.31M as of Q2 2026.
  • Tidal Investments bought 14,512 Schwab US Broad Market ETF shares in Q2 2026, an estimated $406K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1598 holding.
  • Tidal Investments first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.