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Tucker Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Tucker Asset 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 		$67.3K Sell
2,325
-296
-11% -$8.29K 0.02% 245
2026
Q1 		$65.8K Sell
2,621
-5,584
-68% -$147K 0.02% 209
2025
Q4 		$215K Buy
8,205
+1,803
+28% +$46.9K 0.06% 104
2025
Q3 		$165K Buy
6,402
+1,958
+44% +$48.5K 0.05% 126
2025
Q2 		$106K Buy
4,444
+3,280
+282% +$72.3K 0.03% 135
2025
Q1 		$25.1K Buy
1,164
+72
+7% +$1.64K 0.01% 195
2024
Q4 		$24.8K Buy
1,092
+111
+11% +$2.54K ﹤0.01% 511
2024
Q3 		$21.8K Buy
981
+12
+1% +$256 0.01% 513
2024
Q2 		$20.3K Hold
969
– – ﹤0.01% 630
2024
Q1 		$19.7K Buy
+969
New +$18.8K ﹤0.01% 676

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

Tucker Asset Management's SCHB Position: Q2 2026 in Review

Tucker Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, selling an estimated $8.29K and leaving 2,325 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #245.

Tucker Asset Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $215K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tucker Asset Management held 2,325 shares of Schwab US Broad Market ETF worth $67.3K as of Q2 2026.
  • Tucker Asset Management sold 296 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.29K.
  • Schwab US Broad Market ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #245 holding.
  • Tucker Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Tucker Asset Management's Schwab US Broad Market ETF position peaked at $215K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.