Vestmark Advisory Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Vestmark Advisory Solutions’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	$1.98M	Buy	68,255 +3,748	+6%	+$105K	0.02%	716
2026 Q1	$1.62M	Buy	64,507 +54,265	+530%	+$1.42M	0.02%	709
2025 Q4	$269K	Sell	10,242 -32,872	-76%	-$856K	﹤0.01%	1127
2025 Q3	$1.11M	Buy	+43,114	New	+$1.07M	0.02%	519
2022 Q4	–	Sell	-20,232	Closed	-$283K	–	873
2022 Q3	$283K	Buy	+20,232	New	+$315K	0.02%	680

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Vestmark Advisory Solutions's SCHB Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q2 2026, buying an estimated $105K and bringing the position to 68,255 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #716.

Vestmark Advisory Solutions first reported a position in SCHB in Q3 2022 and has held it in 5 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Vestmark Advisory Solutions held 68,255 shares of Schwab US Broad Market ETF worth $1.98M as of Q2 2026.
Vestmark Advisory Solutions bought 3,748 Schwab US Broad Market ETF shares in Q2 2026, an estimated $105K.
Schwab US Broad Market ETF made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #716 holding.
Vestmark Advisory Solutions first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 5 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.