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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Tradition Wealth Management's SCHB Position: Q1 2026 in Review

Tradition Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.5% in Q1 2026, selling an estimated $531K and leaving 777,734 shares worth $19.5M. The position accounts for 1.39% of the portfolio, ranked #18.

Tradition Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.9M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Tradition Wealth Management held 777,734 shares of Schwab US Broad Market ETF worth $19.5M as of Q1 2026.
  • Tradition Wealth Management sold 20,229 Schwab US Broad Market ETF shares in Q1 2026, an estimated $531K.
  • Schwab US Broad Market ETF made up 1.39% of Tradition Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Tradition Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab US Broad Market ETF position peaked at $20.9M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.