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

Twele 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 		$790K Sell
27,279
-550
-2% -$15.4K 0.13% 30
2026
Q1 		$699K Sell
27,829
-115
-0.4% -$3.02K 0.12% 30
2025
Q4 		$733K Sell
27,944
-439
-2% -$11.4K 0.13% 31
2025
Q3 		$730K Sell
28,383
-791
-3% -$19.6K 0.13% 30
2025
Q2 		$695K Buy
29,174
+65
+0.2% +$1.43K 0.14% 30
2025
Q1 		$627K Buy
29,109
+76
+0.3% +$1.73K 0.13% 30
2024
Q4 		$659K Sell
29,033
-505
-2% -$11.5K 0.14% 30
2024
Q3 		$655K Sell
29,538
-189
-0.6% -$4.04K 0.14% 30
2024
Q2 		$623K Sell
29,727
-432
-1% -$8.75K 0.14% 28
2024
Q1 		$614K Buy
30,159
+57
+0.2% +$1.1K 0.14% 28
2023
Q4 		$559K Sell
30,102
-201
-0.7% -$3.47K 0.09% 33
2023
Q3 		$504K Sell
30,303
-5,607
-16% -$97K 0.09% 34
2023
Q2 		$619K Buy
35,910
+90
+0.3% +$1.47K 0.1% 33
2023
Q1 		$571K Sell
35,820
-1,059
-3% -$16.6K 0.09% 35
2022
Q4 		$551K Buy
36,879
+888
+2% +$13.3K 0.09% 34
2022
Q3 		$504K Buy
35,991
+18
+0.1% +$280 0.09% 34
2022
Q2 		$530K Buy
35,973
+135
+0.4% +$2.17K 0.08% 36
2022
Q1 		$638K Sell
35,838
-1,962
-5% -$34.4K 0.09% 37
2021
Q4 		$712K Sell
37,800
-9,648
-20% -$178K 0.09% 37
2021
Q3 		$821K Sell
47,448
-1,122
-2% -$20K 0.11% 36
2021
Q2 		$844K Sell
48,570
-4,380
-8% -$74.1K 0.13% 36
2021
Q1 		$853K Buy
52,950
+834
+2% +$13.1K 0.14% 36
2020
Q4 		$790K Sell
52,116
-2,730
-5% -$38.9K 0.14% 37
2020
Q3 		$728K Buy
54,846
+108
+0.2% +$1.42K 0.14% 37
2020
Q2 		$670K Sell
54,738
-5,448
-9% -$62.8K 0.13% 37
2020
Q1 		$606K Buy
60,186
+2,682
+5% +$32.5K 0.13% 37
2019
Q4 		$737K Sell
57,504
-4,338
-7% -$53.2K 0.14% 36
2019
Q3 		$732K Buy
61,842
+2,832
+5% +$33.5K 0.14% 32
2019
Q2 		$694K Buy
59,010
+834
+1% +$9.63K 0.14% 34
2019
Q1 		$660K Sell
58,176
-4,302
-7% -$47K 0.14% 34
2018
Q4 		$624K Buy
62,478
+792
+1% +$8.56K 0.14% 33
2018
Q3 		$724K Sell
61,686
-588
-0.9% -$6.78K 0.16% 31
2018
Q2 		$685K Buy
62,274
+4,884
+9% +$53.4K 0.16% 31
2018
Q1 		$610K Hold
57,390
– – 0.14% 31
2017
Q4 		$617K Buy
57,390
+13,644
+31% +$143K 0.14% 31
2017
Q3 		$444K Hold
43,746
– – 0.11% 36
2017
Q2 		$426K Buy
43,746
+3,162
+8% +$30.5K 0.11% 35
2017
Q1 		$386K Buy
40,584
+870
+2% +$8.16K 0.1% 38
2016
Q4 		$359K Hold
39,714
– – 0.1% 39
2016
Q3 		$346K Buy
39,714
+4,800
+14% +$41.7K 0.09% 37
2016
Q2 		$293K Buy
34,914
+3,798
+12% +$31.5K 0.08% 38
2016
Q1 		$256K Sell
31,116
-4,860
-14% -$37.8K 0.07% 40
2015
Q4 		$294K Buy
35,976
+408
+1% +$3.37K 0.09% 48
2015
Q3 		$275K Buy
35,568
+7,416
+26% +$60.9K 0.08% 54
2015
Q2 		$236K Buy
28,152
+1,944
+7% +$16.6K 0.07% 63
2015
Q1 		$220K Buy
+26,208
New +$219K 0.06% 62

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 $103B AUM 28.65% 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

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

Twele Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2% in Q2 2026, selling an estimated $15.4K and leaving 27,279 shares worth $790K. The position accounts for 0.13% of the portfolio, ranked #30.

Twele Capital Management first reported a position in SCHB in Q1 2015 and has held it in 46 quarters since. The position peaked at $853K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Twele Capital Management held 27,279 shares of Schwab US Broad Market ETF worth $790K as of Q2 2026.
  • Twele Capital Management sold 550 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15.4K.
  • Schwab US Broad Market ETF made up 0.13% of Twele Capital Management's portfolio in Q2 2026, its #30 holding.
  • Twele Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 46 quarters since.
  • Twele Capital Management's Schwab US Broad Market ETF position peaked at $853K in Q1 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.