Tolleson Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Tolleson Wealth 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	$1.81M	Sell	62,668 -5,309	-8%	-$149K	0.24%	36
2026 Q1	$1.71M	Sell	67,977 -1	-0%	-$26	0.25%	38
2025 Q4	$1.78M	Sell	67,978 -659	-1%	-$17.2K	0.26%	34
2025 Q3	$1.76M	Sell	68,637 -2,303	-3%	-$57K	0.27%	32
2025 Q2	$1.69M	Sell	70,940 -7,272	-9%	-$160K	0.29%	31
2025 Q1	$1.68M	Hold	78,212	–	–	0.32%	29
2024 Q4	$1.77M	Sell	78,212 -1	-0%	-$23	0.36%	26
2024 Q3	$1.73M	Sell	78,213 -4,632	-6%	-$98.9K	0.33%	27
2024 Q2	$1.74M	Hold	82,845	–	–	0.34%	27
2024 Q1	$1.69M	Hold	82,845	–	–	0.33%	29
2023 Q4	$1.54M	Sell	82,845 -22,260	-21%	-$384K	0.32%	33
2023 Q3	$1.75M	Sell	105,105 -1,095	-1%	-$19K	0.42%	30
2023 Q2	$1.83M	Hold	106,200	–	–	0.44%	30
2023 Q1	$1.69M	Sell	106,200 -243	-0.2%	-$3.8K	0.44%	28
2022 Q4	$1.59M	Hold	106,443	–	–	0.43%	29
2022 Q3	$1.49M	Hold	106,443	–	–	0.45%	28
2022 Q2	$1.57M	Hold	106,443	–	–	0.44%	27
2022 Q1	$1.89M	Sell	106,443 -471	-0.4%	-$8.27K	0.56%	26
2021 Q4	$2.01M	Sell	106,914 -1,956	-2%	-$36K	0.54%	27
2021 Q3	$1.89M	Sell	108,870 -8,268	-7%	-$147K	0.53%	30
2021 Q2	$2.04M	Buy	117,138 +59,460	+103%	+$1.01M	0.55%	25
2021 Q1	$930K	Hold	57,678	–	–	0.28%	43
2020 Q4	$875K	Hold	57,678	–	–	0.29%	39
2020 Q3	$766K	Sell	57,678 -1,362	-2%	-$17.9K	0.31%	37
2020 Q2	$723K	Sell	59,040 -18	-0%	-$208	0.32%	37
2020 Q1	$595K	Buy	+59,058	New	+$715K	0.26%	40

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Tolleson Wealth Management's SCHB Position: Q2 2026 in Review

Tolleson Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 7.8% in Q2 2026, selling an estimated $149K and leaving 62,668 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #36.

Tolleson Wealth Management first reported a position in SCHB in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.04M in Q2 2021. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Tolleson Wealth Management held 62,668 shares of Schwab US Broad Market ETF worth $1.81M as of Q2 2026.
Tolleson Wealth Management sold 5,309 Schwab US Broad Market ETF shares in Q2 2026, an estimated $149K.
Schwab US Broad Market ETF made up 0.24% of Tolleson Wealth Management's portfolio in Q2 2026, its #36 holding.
Tolleson Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 26 quarters since.
Tolleson Wealth Management's Schwab US Broad Market ETF position peaked at $2.04M in Q2 2021.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.