Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Vanguard Personalized Indexing 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
Q1 		– Sell
-13,002
Closed -$341K – 2231
2025
Q4 		$341K Sell
13,002
-1,885
-13% -$49.1K ﹤0.01% 1447
2025
Q3 		$383K Buy
14,887
+1,221
+9% +$30.2K ﹤0.01% 1365
2025
Q2 		$326K Sell
13,666
-4
-0% -$88 ﹤0.01% 1397
2025
Q1 		$294K Sell
13,670
-5,646
-29% -$128K ﹤0.01% 1343
2024
Q4 		$438K Sell
19,316
-889
-4% -$20.3K 0.01% 1180
2024
Q3 		$448K Buy
20,205
+477
+2% +$10.2K 0.01% 1143
2024
Q2 		$400K Sell
19,728
-9
-0% -$182 0.01% 1136
2024
Q1 		$402K Sell
19,737
-115,872
-85% -$2.24M 0.01% 1122
2023
Q4 		$2.52M Buy
+135,609
New +$2.34M 0.06% 289
2023
Q1 		– Sell
-33,942
Closed -$507K – 1493
2022
Q4 		$507K Buy
33,942
+4,242
+14% +$63.8K 0.02% 794
2022
Q3 		$416K Sell
29,700
-37,722
-56% -$587K 0.02% 849
2022
Q2 		$993K Sell
67,422
-576
-0.8% -$9.24K 0.05% 470
2022
Q1 		$1.21M Buy
67,998
+22,314
+49% +$392K 0.06% 348
2021
Q4 		$860K Hold
45,684
– – 0.05% 473
2021
Q3 		$791K Hold
45,684
– – 0.07% 303
2021
Q2 		$794K Buy
45,684
+60
+0.1% +$1.01K 0.08% 287
2021
Q1 		$735K Hold
45,624
– – 0.11% 209
2020
Q4 		$692K Buy
45,624
+19,350
+74% +$276K 0.15% 158
2020
Q3 		$349K Buy
+26,274
New +$345K 0.1% 257

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

Vanguard Personalized Indexing Management's SCHB Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 13,002 shares — an estimated $341K sold.

Vanguard Personalized Indexing Management first reported a position in SCHB in Q3 2020 and held it in 19 quarters. The position peaked at $2.52M in Q4 2023. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 13,002 Schwab US Broad Market ETF shares in Q1 2026, an estimated $341K.
  • Vanguard Personalized Indexing Management first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 19 quarters.
  • Vanguard Personalized Indexing Management's Schwab US Broad Market ETF position peaked at $2.52M in Q4 2023.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.