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Washburn Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Washburn Capital 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
Q2 		$388K Hold
13,396
– – 0.19% 38
2026
Q1 		$336K Hold
13,396
– – 0.2% 42
2025
Q4 		$351K Sell
13,396
-644
-5% -$16.8K 0.19% 40
2025
Q3 		$361K Sell
14,040
-10,378
-43% -$257K 0.2% 39
2025
Q2 		$582K Sell
24,418
-1,619
-6% -$35.7K 0.34% 33
2025
Q1 		$561K Hold
26,037
– – 0.37% 30
2024
Q4 		$591K Buy
26,037
+1,578
+6% +$36K 0.37% 26
2024
Q3 		$542K Sell
24,459
-2,328
-9% -$49.7K 0.39% 26
2024
Q2 		$561K Sell
26,787
-3,441
-11% -$69.7K 0.4% 27
2024
Q1 		$615K Buy
30,228
+2,172
+8% +$42K 0.45% 27
2023
Q4 		$521K Buy
28,056
+420
+2% +$7.25K 0.39% 33
2023
Q3 		$459K Sell
27,636
-1,104
-4% -$19.1K 0.39% 34
2023
Q2 		$495K Buy
28,740
+753
+3% +$12.3K 0.41% 35
2023
Q1 		$446K Buy
27,987
+1,134
+4% +$17.7K 0.38% 40
2022
Q4 		$401K Sell
26,853
-3,885
-13% -$58.4K 0.36% 36
2022
Q3 		$430K Sell
30,738
-1,152
-4% -$17.9K 0.41% 35
2022
Q2 		$470K Sell
31,890
-6,510
-17% -$104K 0.4% 38
2022
Q1 		$683K Sell
38,400
-1,782
-4% -$31.3K 0.45% 34
2021
Q4 		$757K Hold
40,182
– – 0.45% 31
2021
Q3 		$696K Buy
40,182
+2,070
+5% +$36.8K 0.46% 34
2021
Q2 		$662K Sell
38,112
-2,232
-6% -$37.8K 0.44% 37
2021
Q1 		$650K Sell
40,344
-12,252
-23% -$193K 0.44% 38
2020
Q4 		$798K Sell
52,596
-3,318
-6% -$47.3K 0.55% 32
2020
Q3 		$742K Sell
55,914
-39,792
-42% -$523K 0.59% 32
2020
Q2 		$1.17M Buy
+95,706
New +$1.1M 1.08% 23

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

Washburn Capital Management's SCHB Position: Q2 2026 in Review

Washburn Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 13,396 shares worth $388K. The position accounts for 0.19% of the portfolio, ranked #38.

Washburn Capital Management first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.17M in Q2 2020. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Washburn Capital Management held 13,396 shares of Schwab US Broad Market ETF worth $388K as of Q2 2026.
  • Washburn Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.19% of Washburn Capital Management's portfolio in Q2 2026, its #38 holding.
  • Washburn Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Washburn Capital Management's Schwab US Broad Market ETF position peaked at $1.17M in Q2 2020.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.