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Wedbush Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Wedbush Securities’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 		$321K Sell
11,087
-3,069
-22% -$85.9K 0.01% 910
2026
Q1 		$355K Buy
14,156
+42
+0.3% +$1.1K 0.01% 815
2025
Q4 		$370K Buy
14,114
+307
+2% +$7.99K 0.01% 792
2025
Q3 		$355K Sell
13,807
-4,717
-25% -$117K 0.01% 786
2025
Q2 		$441K Sell
18,524
-285
-2% -$6.28K 0.02% 685
2025
Q1 		$405K Sell
18,809
-1,019
-5% -$23.2K 0.01% 679
2024
Q4 		$450K Sell
19,828
-77
-0.4% -$1.76K 0.02% 647
2024
Q3 		$441K Sell
19,905
-60
-0.3% -$1.28K 0.02% 648
2024
Q2 		$418K Sell
19,965
-816
-4% -$16.5K 0.01% 698
2024
Q1 		$423K Sell
20,781
-1,905
-8% -$36.9K 0.02% 711
2023
Q4 		$421K Sell
22,686
-945
-4% -$16.3K 0.02% 618
2023
Q3 		$393K Buy
23,631
+828
+4% +$14.3K 0.02% 608
2023
Q2 		$393K Sell
22,803
-7,533
-25% -$123K 0.02% 636
2023
Q1 		$484K Sell
30,336
-12,921
-30% -$202K 0.02% 547
2022
Q4 		$646K Buy
43,257
+6
+0% +$90 0.04% 430
2022
Q3 		$605K Sell
43,251
-13,014
-23% -$202K 0.03% 446
2022
Q2 		$829K Buy
56,265
+1,737
+3% +$27.9K 0.05% 340
2022
Q1 		$970K Sell
54,528
-26,940
-33% -$473K 0.04% 355
2021
Q4 		$1.53M Sell
81,468
-654
-0.8% -$12K 0.07% 245
2021
Q3 		$1.42M Sell
82,122
-2,436
-3% -$43.3K 0.07% 261
2021
Q2 		$1.47M Buy
+84,558
New +$1.43M 0.07% 269

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 $103B AUM 28.65% 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

Wedbush Securities's SCHB Position: Q2 2026 in Review

Wedbush Securities reduced its Schwab US Broad Market ETF (SCHB) stake by 22% in Q2 2026, selling an estimated $85.9K and leaving 11,087 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #910.

Wedbush Securities first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wedbush Securities held 11,087 shares of Schwab US Broad Market ETF worth $321K as of Q2 2026.
  • Wedbush Securities sold 3,069 Schwab US Broad Market ETF shares in Q2 2026, an estimated $85.9K.
  • Schwab US Broad Market ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #910 holding.
  • Wedbush Securities first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
  • Wedbush Securities's Schwab US Broad Market ETF position peaked at $1.53M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.