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

Traynor Capital 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
Q2 		$607K Sell
20,955
-1,521
-7% -$42.6K 0.03% 177
2026
Q1 		$548K Buy
22,476
+4,403
+24% +$116K 0.03% 163
2025
Q4 		$474K Buy
18,073
+4,615
+34% +$120K 0.03% 191
2025
Q3 		$346K Buy
+13,458
New +$333K 0.02% 229
2024
Q3 		– Sell
-15,144
Closed -$317K – 316
2024
Q2 		$317K Buy
+15,144
New +$307K 0.02% 170

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Traynor Capital Management's SCHB Position: Q2 2026 in Review

Traynor Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 6.8% in Q2 2026, selling an estimated $42.6K and leaving 20,955 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #177.

Traynor Capital Management first reported a position in SCHB in Q2 2024 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Traynor Capital Management held 20,955 shares of Schwab US Broad Market ETF worth $607K as of Q2 2026.
  • Traynor Capital Management sold 1,521 Schwab US Broad Market ETF shares in Q2 2026, an estimated $42.6K.
  • Schwab US Broad Market ETF made up 0.03% of Traynor Capital Management's portfolio in Q2 2026, its #177 holding.
  • Traynor Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.