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V.M. Manning & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

V.M. Manning & Co’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
2025
Q4 		$377K Sell
14,361
-58
-0.4% -$1.51K 0.38% 35
2025
Q3 		$359K Hold
14,419
– – 0.33% 43
2025
Q2 		$359K Buy
+14,419
New +$318K 0.4% 39

Other funds holding SCHB

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Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

V.M. Manning & Co's SCHB Position: Q4 2025 in Review

V.M. Manning & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 0.4% in Q4 2025, selling an estimated $1.51K and leaving 14,361 shares worth $377K. The position accounts for 0.38% of the portfolio, ranked #35.

V.M. Manning & Co first reported a position in SCHB in Q2 2025 and has held it in 3 quarters since. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • V.M. Manning & Co held 14,361 shares of Schwab US Broad Market ETF worth $377K as of Q4 2025.
  • V.M. Manning & Co sold 58 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.51K.
  • Schwab US Broad Market ETF made up 0.38% of V.M. Manning & Co's portfolio in Q4 2025, its #35 holding.
  • V.M. Manning & Co first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on V.M. Manning & Co's 13F filing for Q4 2025, filed 9 Feb 2026.