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Titleist Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Titleist Asset Management’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 		$302K Buy
10,434
+28
+0.3% +$784 0.02% 350
2026
Q1 		$261K Buy
10,406
+30
+0.3% +$787 0.02% 354
2025
Q4 		$272K Buy
+10,376
New +$270K 0.02% 323

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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

Titleist Asset Management's SCHB Position: Q2 2026 in Review

Titleist Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $784 and bringing the position to 10,434 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #350.

Titleist Asset Management first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Titleist Asset Management held 10,434 shares of Schwab US Broad Market ETF worth $302K as of Q2 2026.
  • Titleist Asset Management bought 28 Schwab US Broad Market ETF shares in Q2 2026, an estimated $784.
  • Schwab US Broad Market ETF made up 0.02% of Titleist Asset Management's portfolio in Q2 2026, its #350 holding.
  • Titleist Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.