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TownSquare Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

TownSquare Capital’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
2025
Q2 		– Sell
-95,103
Closed -$2.05M – 1414
2025
Q1 		$2.05M Buy
95,103
+56,607
+147% +$1.29M 0.02% 603
2024
Q4 		$874K Buy
38,496
+6,378
+20% +$146K 0.01% 815
2024
Q3 		$712K Buy
32,118
+255
+0.8% +$5.45K 0.01% 829
2024
Q2 		$668K Sell
31,863
-525
-2% -$10.6K 0.01% 781
2024
Q1 		$659K Sell
32,388
-7,593
-19% -$147K 0.01% 771
2023
Q4 		$742K Sell
39,981
-18,690
-32% -$323K 0.01% 674
2023
Q3 		$975K Sell
58,671
-31,842
-35% -$551K 0.02% 564
2023
Q2 		$1.56M Buy
90,513
+1,434
+2% +$23.4K 0.03% 438
2023
Q1 		$1.42M Sell
89,079
-54,897
-38% -$858K 0.03% 382
2022
Q4 		$2.15M Buy
143,976
+4,497
+3% +$67.6K 0.05% 292
2022
Q3 		$1.95M Sell
139,479
-6,249
-4% -$97.2K 0.06% 268
2022
Q2 		$2.15M Buy
145,728
+123,546
+557% +$1.98M 0.06% 254
2022
Q1 		$395K Hold
22,182
– – 0.01% 544
2021
Q4 		$418K Sell
22,182
-102
-0.5% -$1.88K 0.01% 538
2021
Q3 		$386K Hold
22,284
– – 0.01% 502
2021
Q2 		$391K Hold
22,284
– – 0.01% 460
2021
Q1 		$359K Sell
22,284
-13,428
-38% -$212K 0.01% 450
2020
Q4 		$542K Buy
35,712
+7,296
+26% +$104K 0.02% 366
2020
Q3 		$380K Hold
28,416
– – 0.02% 328
2020
Q2 		$354K Buy
+28,416
New +$328K 0.02% 317

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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

TownSquare Capital's SCHB Position: Q2 2025 in Review

TownSquare Capital sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 95,103 shares — an estimated $2.05M sold.

TownSquare Capital first reported a position in SCHB in Q2 2020 and held it in 20 quarters. The position peaked at $2.15M in Q4 2022. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • TownSquare Capital reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 95,103 Schwab US Broad Market ETF shares in Q2 2025, an estimated $2.05M.
  • TownSquare Capital first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 20 quarters.
  • TownSquare Capital's Schwab US Broad Market ETF position peaked at $2.15M in Q4 2022.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.