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

Waycross 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
Q2 		$1.15M Sell
39,717
-140
-0.4% -$3.92K 0.88% 29
2026
Q1 		$1M Buy
39,857
+192
+0.5% +$5.04K 0.96% 25
2025
Q4 		$1.04M Sell
39,665
-111
-0.3% -$2.89K 0.91% 26
2025
Q3 		$1.02M Buy
39,776
+2
+0% +$50 1.04% 24
2025
Q2 		$948K Hold
39,774
– – 0.99% 26
2025
Q1 		$856K Hold
39,774
– – 0.97% 31
2024
Q4 		$903K Sell
39,774
-126
-0.3% -$2.88K 0.95% 32
2024
Q3 		$885K Hold
39,900
– – 0.81% 35
2024
Q2 		$836K Sell
39,900
-756
-2% -$15.3K 0.81% 35
2024
Q1 		$827K Hold
40,656
– – 0.77% 39
2023
Q4 		$754K Sell
40,656
-1,029
-2% -$17.8K 0.83% 31
2023
Q3 		$693K Hold
41,685
– – 0.8% 31
2023
Q2 		$718K Sell
41,685
-2,172
-5% -$35.4K 0.75% 32
2023
Q1 		$700K Hold
43,857
– – 0.7% 36
2022
Q4 		$655K Buy
+43,857
New +$659K 0.66% 38

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

Waycross Investment Management's SCHB Position: Q2 2026 in Review

Waycross Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.35% in Q2 2026, selling an estimated $3.92K and leaving 39,717 shares worth $1.15M. The position accounts for 0.88% of the portfolio, ranked #29.

Waycross Investment Management first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Waycross Investment Management held 39,717 shares of Schwab US Broad Market ETF worth $1.15M as of Q2 2026.
  • Waycross Investment Management sold 140 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.92K.
  • Schwab US Broad Market ETF made up 0.88% of Waycross Investment Management's portfolio in Q2 2026, its #29 holding.
  • Waycross Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.