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Warwick Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Warwick Investment 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
-11,360
Closed -$298K – 160
2025
Q4 		$298K Buy
11,360
+670
+6% +$17.4K 0.05% 115
2025
Q3 		$275K Buy
10,690
+29
+0.3% +$718 0.05% 122
2025
Q2 		$254K Buy
+10,661
New +$235K 0.05% 101

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R
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SCM
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UBS AM
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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
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Warwick Investment Management's SCHB Position: Q1 2026 in Review

Warwick Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 11,360 shares — an estimated $298K sold.

Warwick Investment Management first reported a position in SCHB in Q2 2025 and held it in 3 quarters. The position peaked at $298K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Warwick Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Warwick Investment Management sold 11,360 Schwab US Broad Market ETF shares in Q1 2026, an estimated $298K.
  • Warwick Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 3 quarters.
  • Warwick Investment Management's Schwab US Broad Market ETF position peaked at $298K in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.