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Tidemark’s Schwab US Broad Market ETF SCHB Stock Holding History

Tidemark’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 		$228K Buy
7,885
+704
+10% +$19.7K 0.05% 147
2026
Q1 		$180K Buy
7,181
+19
+0.3% +$499 0.05% 146
2025
Q4 		$188K Buy
7,162
+2
+0% +$52 0.05% 133
2025
Q3 		$184K Buy
7,160
+2
+0% +$50 0.05% 139
2025
Q2 		$171K Buy
7,158
+2
+0% +$44 0.06% 128
2025
Q1 		$154K Buy
7,156
+2
+0% +$45 0.06% 136
2024
Q4 		$162K Buy
7,154
+65
+0.9% +$1.49K 0.06% 130
2024
Q3 		$157K Buy
7,089
+3
+0% +$64 0.06% 128
2024
Q2 		$149K Buy
7,086
+6,435
+988% +$130K 0.07% 127
2024
Q1 		$13.3K Hold
651
– – 0.01% 397
2023
Q4 		$12.1K Buy
+651
New +$11.2K 0.01% 397

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

Tidemark's SCHB Position: Q2 2026 in Review

Tidemark increased its Schwab US Broad Market ETF (SCHB) stake by 9.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 7,885 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #147.

Tidemark first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tidemark held 7,885 shares of Schwab US Broad Market ETF worth $228K as of Q2 2026.
  • Tidemark bought 704 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.7K.
  • Schwab US Broad Market ETF made up 0.05% of Tidemark's portfolio in Q2 2026, its #147 holding.
  • Tidemark first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.