Tradition Wealth Management
SCHB icon

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

Tradition 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
Q3 		$22.9M Sell
779,768
-7,366
-0.9% -$216K 1.37% 20
2026
Q2 		$22.8M Buy
787,134
+9,400
+1% +$263K 1.39% 18
2026
Q1 		$19.5M Sell
777,734
-20,229
-3% -$531K 1.39% 18
2025
Q4 		$20.9M Sell
797,963
-11,964
-1% -$311K 1.5% 16
2025
Q3 		$20.8M Sell
809,927
-4,263
-0.5% -$106K 1.54% 15
2025
Q2 		$19.4M Buy
814,190
+8,856
+1% +$195K 1.55% 14
2025
Q1 		$17.3M Buy
805,334
+4,251
+0.5% +$96.7K 1.53% 13
2024
Q4 		$18.2M Buy
801,083
+416
+0.1% +$9.5K 1.6% 15
2024
Q3 		$17.8M Sell
800,667
-6,465
-0.8% -$138K 1.58% 15
2024
Q2 		$16.9M Buy
807,132
+9,225
+1% +$187K 1.63% 16
2024
Q1 		$16.2M Buy
797,907
+24,747
+3% +$479K 1.64% 16
2023
Q4 		$14.3M Buy
773,160
+36,537
+5% +$631K 1.5% 17
2023
Q3 		$12.2M Buy
736,623
+31,785
+5% +$550K 1.46% 16
2023
Q2 		$12.1M Buy
704,838
+14,385
+2% +$234K 1.42% 16
2023
Q1 		$11M Sell
690,453
-18,345
-3% -$287K 1.37% 17
2022
Q4 		$10.6M Sell
708,798
-20,307
-3% -$305K 1.49% 16
2022
Q3 		$10.2M Sell
729,105
-26,232
-3% -$408K 1.53% 14
2022
Q2 		$11.1M Buy
755,337
+1,650
+0.2% +$26.5K 1.62% 12
2022
Q1 		$13.4M Buy
753,687
+2,889
+0.4% +$50.7K 1.71% 11
2021
Q4 		$14.1M Sell
750,798
-222
-0% -$4.08K 1.78% 10
2021
Q3 		$13M Buy
751,020
+4,026
+0.5% +$71.6K 1.85% 8
2021
Q2 		$13M Buy
746,994
+5,064
+0.7% +$85.7K 1.94% 7
2021
Q1 		$12M Sell
741,930
-5,262
-0.7% -$83K 2.07% 7
2020
Q4 		$11.3M Buy
+747,192
New +$10.6M 2.2% 7

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Tradition Wealth Management's SCHB Position: Q3 2026 in Review

Tradition Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.94% in Q3 2026, selling an estimated $216K and leaving 779,768 shares worth $22.9M. The position accounts for 1.37% of the portfolio, ranked #20.

Tradition Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 24 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Tradition Wealth Management held 779,768 shares of Schwab US Broad Market ETF worth $22.9M as of Q3 2026.
  • Tradition Wealth Management sold 7,366 Schwab US Broad Market ETF shares in Q3 2026, an estimated $216K.
  • Schwab US Broad Market ETF made up 1.37% of Tradition Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Tradition Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.