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Wellington Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Wellington Group’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 		– Sell
-5,187
Closed -$130K – 327
2026
Q1 		$130K Hold
5,187
– – 0.04% 168
2025
Q4 		$136K Buy
+5,187
New +$135K 0.05% 161

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

Wellington Group's SCHB Position: Q2 2026 in Review

Wellington Group sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 5,187 shares — an estimated $130K sold.

Wellington Group first reported a position in SCHB in Q4 2025 and held it in 2 quarters. The position peaked at $136K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wellington Group reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 5,187 Schwab US Broad Market ETF shares in Q2 2026, an estimated $130K.
  • Wellington Group first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Schwab US Broad Market ETF position peaked at $136K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.