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White Pine Investment Company’s Schwab US Broad Market ETF SCHB Stock Holding History

White Pine Investment Company’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 		$222K Sell
7,667
-464
-6% -$13K 0.05% 68
2026
Q1 		$204K Sell
8,131
-90
-1% -$2.36K 0.05% 67
2025
Q4 		$216K Sell
8,221
-600
-7% -$15.6K 0.05% 65
2025
Q3 		$227K Sell
8,821
-165
-2% -$4.08K 0.05% 67
2025
Q2 		$214K Sell
8,986
-1,527
-15% -$33.6K 0.05% 65
2025
Q1 		$226K Sell
10,513
-692
-6% -$15.7K 0.06% 63
2024
Q4 		$254K Sell
11,205
-984
-8% -$22.5K 0.07% 62
2024
Q3 		$270K Hold
12,189
– – 0.07% 61
2024
Q2 		$255K Sell
12,189
-1,545
-11% -$31.3K 0.07% 59
2024
Q1 		$279K Sell
13,734
-4,350
-24% -$84.2K 0.08% 59
2023
Q4 		$336K Sell
18,084
-10,722
-37% -$185K 0.11% 56
2023
Q3 		$479K Sell
28,806
-6,735
-19% -$117K 0.17% 53
2023
Q2 		$612K Sell
35,541
-32,310
-48% -$527K 0.21% 52
2023
Q1 		$1.08M Sell
67,851
-20,754
-23% -$324K 0.39% 50
2022
Q4 		$1.32M Buy
88,605
+2,739
+3% +$41.2K 0.5% 48
2022
Q3 		$1.2M Sell
85,866
-789
-0.9% -$12.3K 0.5% 46
2022
Q2 		$1.28M Sell
86,655
-801
-0.9% -$12.9K 0.5% 44
2022
Q1 		$1.56M Buy
87,456
+4,218
+5% +$74K 0.53% 43
2021
Q4 		$1.57M Sell
83,238
-3,228
-4% -$59.4K 0.52% 43
2021
Q3 		$1.5M Sell
86,466
-2,736
-3% -$48.7K 0.52% 44
2021
Q2 		$1.55M Sell
89,202
-2,028
-2% -$34.3K 0.53% 43
2021
Q1 		$1.47M Sell
91,230
-792
-0.9% -$12.5K 0.55% 42
2020
Q4 		$1.4M Sell
92,022
-5,832
-6% -$83.1K 0.57% 40
2020
Q3 		$1.3M Sell
97,854
-7,788
-7% -$102K 0.6% 39
2020
Q2 		$1.29M Sell
105,642
-14,964
-12% -$173K 0.64% 38
2020
Q1 		$1.22M Sell
120,606
-11,898
-9% -$144K 0.7% 35
2019
Q4 		$1.7M Sell
132,504
-8,046
-6% -$98.7K 0.7% 39
2019
Q3 		$1.66M Sell
140,550
-2,820
-2% -$33.3K 0.76% 38
2019
Q2 		$1.69M Sell
143,370
-12,018
-8% -$139K 0.8% 37
2019
Q1 		$1.76M Sell
155,388
-20,754
-12% -$227K 0.88% 37
2018
Q4 		$1.76M Buy
176,142
+2,664
+2% +$28.8K 0.94% 37
2018
Q3 		$2.04M Buy
173,478
+4,128
+2% +$47.6K 0.97% 35
2018
Q2 		$1.86M Buy
169,350
+20,316
+14% +$222K 0.97% 35
2018
Q1 		$1.58M Buy
149,034
+14,250
+11% +$157K 0.77% 37
2017
Q4 		$1.45M Buy
134,784
+10,134
+8% +$106K 0.72% 36
2017
Q3 		$1.26M Buy
124,650
+13,590
+12% +$135K 0.67% 37
2017
Q2 		$1.08M Buy
111,060
+9,042
+9% +$87.3K 0.58% 42
2017
Q1 		$970K Buy
102,018
+4,002
+4% +$37.5K 0.52% 41
2016
Q4 		$885K Buy
98,016
+1,308
+1% +$11.5K 0.48% 42
2016
Q3 		$843K Buy
96,708
+16,086
+20% +$140K 0.49% 42
2016
Q2 		$676K Buy
80,622
+10,134
+14% +$84.1K 0.41% 45
2016
Q1 		$579K Buy
70,488
+5,238
+8% +$40.7K 0.35% 47
2015
Q4 		$533K Buy
65,250
+5,340
+9% +$44K 0.33% 48
2015
Q3 		$463K Buy
59,910
+5,118
+9% +$42K 0.3% 49
2015
Q2 		$459K Buy
54,792
+11,004
+25% +$94K 0.27% 50
2015
Q1 		$368K Buy
43,788
+17,490
+67% +$146K 0.21% 50
2014
Q4 		$218K Buy
+26,298
New +$213K 0.13% 52

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

White Pine Investment Company's SCHB Position: Q2 2026 in Review

White Pine Investment Company reduced its Schwab US Broad Market ETF (SCHB) stake by 5.7% in Q2 2026, selling an estimated $13K and leaving 7,667 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #68.

White Pine Investment Company first reported a position in SCHB in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.04M in Q3 2018. 846 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • White Pine Investment Company held 7,667 shares of Schwab US Broad Market ETF worth $222K as of Q2 2026.
  • White Pine Investment Company sold 464 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13K.
  • Schwab US Broad Market ETF made up 0.05% of White Pine Investment Company's portfolio in Q2 2026, its #68 holding.
  • White Pine Investment Company first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 47 quarters since.
  • White Pine Investment Company's Schwab US Broad Market ETF position peaked at $2.04M in Q3 2018.
  • 846 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.