Towercrest Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12M | Buy |
414,502
+9,822
| +2% | +$275K | 1.67% | 19 |
|
|
2026
Q1 | $10.2M | Sell |
404,680
-3,711
| -0.9% | -$97.4K | 1.58% | 19 |
|
|
2025
Q4 | $10.7M | Sell |
408,391
-8,836
| -2% | -$230K | 1.69% | 19 |
|
|
2025
Q3 | $10.7M | Sell |
417,227
-11,374
| -3% | -$282K | 1.72% | 20 |
|
|
2025
Q2 | $10.2M | Buy |
428,601
+16,952
| +4% | +$373K | 1.82% | 21 |
|
|
2025
Q1 | $8.86M | Sell |
411,649
-16,113
| -4% | -$367K | 1.68% | 22 |
|
|
2024
Q4 | $9.71M | Sell |
427,762
-50,150
| -10% | -$1.15M | 1.57% | 23 |
|
|
2024
Q3 | $10.6M | Sell |
477,912
-4,014
| -0.8% | -$85.7K | 1.71% | 21 |
|
|
2024
Q2 | $10.1M | Sell |
481,926
-18,381
| -4% | -$372K | 1.66% | 22 |
|
|
2024
Q1 | $10.2M | Sell |
500,307
-10,971
| -2% | -$212K | 1.72% | 22 |
|
|
2023
Q4 | $9.49M | Buy |
511,278
+468
| +0.1% | +$8.08K | 1.7% | 24 |
|
|
2023
Q3 | $8.49M | Sell |
510,810
-29,664
| -5% | -$513K | 1.65% | 24 |
|
|
2023
Q2 | $9.31M | Buy |
540,474
+51,483
| +11% | +$839K | 1.73% | 22 |
|
|
2023
Q1 | $7.8M | Buy |
488,991
+5,355
| +1% | +$83.7K | 1.62% | 27 |
|
|
2022
Q4 | $7.22M | Sell |
483,636
-8,112
| -2% | -$122K | 1.6% | 25 |
|
|
2022
Q3 | $6.88M | Sell |
491,748
-90,234
| -16% | -$1.4M | 1.61% | 27 |
|
|
2022
Q2 | $8.57M | Sell |
581,982
-15,129
| -3% | -$243K | 1.92% | 22 |
|
|
2022
Q1 | $10.6M | Sell |
597,111
-24,807
| -4% | -$435K | 2.07% | 20 |
|
|
2021
Q4 | $11.7M | Buy |
621,918
+2,064
| +0.3% | +$38K | 2.14% | 17 |
|
|
2021
Q3 | $10.7M | Sell |
619,854
-3,180
| -0.5% | -$56.6K | 2.03% | 18 |
|
|
2021
Q2 | $10.8M | Buy |
623,034
+115,200
| +23% | +$1.95M | 2.1% | 19 |
|
|
2021
Q1 | $8.19M | Buy |
507,834
+63,510
| +14% | +$1M | 1.75% | 26 |
|
|
2020
Q4 | $6.74M | Sell |
444,324
-9,186
| -2% | -$131K | 1.51% | 30 |
|
|
2020
Q3 | $6.02M | Sell |
453,510
-18,120
| -4% | -$238K | 1.48% | 29 |
|
|
2020
Q2 | $5.78M | Sell |
471,630
-64,326
| -12% | -$742K | 1.51% | 29 |
|
|
2020
Q1 | $5.4M | Sell |
535,956
-165,792
| -24% | -$2.01M | 1.62% | 22 |
|
|
2019
Q4 | $8.99M | Buy |
701,748
+17,154
| +3% | +$210K | 2.3% | 14 |
|
|
2019
Q3 | $8.1M | Buy |
684,594
+3,714
| +0.5% | +$43.9K | 2.25% | 17 |
|
|
2019
Q2 | $8M | Buy |
680,880
+138,948
| +26% | +$1.6M | 2.27% | 16 |
|
|
2019
Q1 | $6.15M | Buy |
541,932
+41,856
| +8% | +$457K | 1.77% | 25 |
|
|
2018
Q4 | $5M | Sell |
500,076
-5,412
| -1% | -$58.5K | 1.6% | 28 |
|
|
2018
Q3 | $5.93M | Buy |
505,488
+81,258
| +19% | +$937K | 1.75% | 27 |
|
|
2018
Q2 | $4.67M | Buy |
+424,230
| New | +$4.64M | 1.47% | 30 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
Towercrest Capital Management's SCHB Position: Q2 2026 in Review
Towercrest Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, buying an estimated $275K and bringing the position to 414,502 shares worth $12M. The position accounts for 1.67% of the portfolio, ranked #19.
Towercrest Capital Management first reported a position in SCHB in Q2 2018 and has held it in 33 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- Towercrest Capital Management held 414,502 shares of Schwab US Broad Market ETF worth $12M as of Q2 2026.
- Towercrest Capital Management bought 9,822 Schwab US Broad Market ETF shares in Q2 2026, an estimated $275K.
- Schwab US Broad Market ETF made up 1.67% of Towercrest Capital Management's portfolio in Q2 2026, its #19 holding.
- Towercrest Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 33 quarters since.
- 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.