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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Vise Technologies's SCHB Position: Q1 2026 in Review

Vise Technologies held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 36,050 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #611.

Vise Technologies first reported a position in SCHB in Q4 2021 and has held it in 5 quarters since. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Vise Technologies held 36,050 shares of Schwab US Broad Market ETF worth $946K as of Q1 2026.
  • Vise Technologies left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #611 holding.
  • Vise Technologies first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.