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

Wynn Capital’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 		$27.9M Buy
963,366
+30,266
+3% +$847K 12.46% 1
2026
Q1 		$23.4M Buy
933,100
+30,187
+3% +$792K 12.03% 1
2025
Q4 		$23.7M Buy
902,913
+15,413
+2% +$401K 11.5% 1
2025
Q3 		$22.8M Buy
887,500
+16,912
+2% +$419K 11.07% 1
2025
Q2 		$20.7M Buy
870,588
+3,522
+0.4% +$77.6K 11.07% 1
2025
Q1 		$18.7M Sell
867,066
-5,173
-0.6% -$118K 11.09% 1
2024
Q4 		$19.8M Buy
872,239
+18,217
+2% +$416K 12.5% 1
2024
Q3 		$18.9M Buy
854,022
+22,020
+3% +$470K 12.41% 1
2024
Q2 		$17.4M Buy
832,002
+29,208
+4% +$592K 12.9% 1
2024
Q1 		$16.3M Sell
802,794
-23,406
-3% -$453K 12.63% 1
2023
Q4 		$15.3M Buy
+826,200
New +$14.3M 12.53% 1

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

Wynn Capital's SCHB Position: Q2 2026 in Review

Wynn Capital increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, buying an estimated $847K and bringing the position to 963,366 shares worth $27.9M. The position accounts for 12.46% of the portfolio, ranked #1.

Wynn Capital first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wynn Capital held 963,366 shares of Schwab US Broad Market ETF worth $27.9M as of Q2 2026.
  • Wynn Capital bought 30,266 Schwab US Broad Market ETF shares in Q2 2026, an estimated $847K.
  • Schwab US Broad Market ETF made up 12.46% of Wynn Capital's portfolio in Q2 2026, its #1 holding.
  • Wynn Capital first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wynn Capital's 13F filing for Q2 2026, filed 8 Jul 2026.