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Tranquility Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Tranquility Partners’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 		$405K Hold
13,997
– – 0.14% 161
2026
Q1 		$351K Buy
13,997
+994
+8% +$26.1K 0.13% 159
2025
Q4 		$341K Hold
13,003
– – 0.12% 165
2025
Q3 		$334K Sell
13,003
-618
-5% -$15.3K 0.11% 178
2025
Q2 		$325K Sell
13,621
-429
-3% -$9.45K 0.12% 167
2025
Q1 		$302K Sell
14,050
-635
-4% -$14.4K 0.12% 167
2024
Q4 		$333K Hold
14,685
– – 0.13% 161
2024
Q3 		$326K Hold
14,685
– – 0.12% 166
2024
Q2 		$308K Hold
14,685
– – 0.12% 170
2024
Q1 		$299K Sell
14,685
-51
-0.3% -$987 0.12% 173
2023
Q4 		$273K Sell
14,736
-1,983
-12% -$34.2K 0.11% 171
2023
Q3 		$278K Buy
16,719
+1,752
+12% +$30.3K 0.12% 171
2023
Q2 		$258K Sell
14,967
-291
-2% -$4.74K 0.11% 186
2023
Q1 		$243K Buy
15,258
+27
+0.2% +$422 0.12% 183
2022
Q4 		$228K Sell
15,231
-1,125
-7% -$16.9K 0.12% 184
2022
Q3 		$229K Buy
16,356
+2,778
+20% +$43.2K 0.13% 171
2022
Q2 		$200K Buy
+13,578
New +$218K 0.1% 206

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Tranquility Partners's SCHB Position: Q2 2026 in Review

Tranquility Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,997 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #161.

Tranquility Partners first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tranquility Partners held 13,997 shares of Schwab US Broad Market ETF worth $405K as of Q2 2026.
  • Tranquility Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.14% of Tranquility Partners's portfolio in Q2 2026, its #161 holding.
  • Tranquility Partners first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.