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Vise Technologies’s Schwab US Broad Market ETF SCHB Stock Holding History

Vise Technologies’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 		$2.65M Buy
91,614
+55,564
+154% +$1.56M 0.03% 449
2026
Q1 		$946K Hold
36,050
– – 0.02% 611
2025
Q4 		$946K Buy
36,050
+16,185
+81% +$421K 0.02% 615
2025
Q3 		$511K Buy
+19,865
New +$492K 0.02% 661
2022
Q2 		– Sell
-31,707
Closed -$564K – 318
2022
Q1 		$564K Buy
31,707
+5,973
+23% +$105K 0.21% 116
2021
Q4 		$485K Buy
+25,734
New +$473K 0.13% 96

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

Vise Technologies's SCHB Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Broad Market ETF (SCHB) stake by 154% in Q2 2026, buying an estimated $1.56M and bringing the position to 91,614 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #449.

Vise Technologies first reported a position in SCHB in Q4 2021 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vise Technologies held 91,614 shares of Schwab US Broad Market ETF worth $2.65M as of Q2 2026.
  • Vise Technologies bought 55,564 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.56M.
  • Schwab US Broad Market ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #449 holding.
  • Vise Technologies first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.