Addison Advisors
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Addison Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Addison Advisors’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
-564
Closed -$14.2K – 946
2026
Q1 		$14.2K Hold
564
– – ﹤0.01% 599
2025
Q4 		$14.8K Hold
564
– – ﹤0.01% 574
2025
Q3 		$14.5K Sell
564
-1,800
-76% -$44.6K ﹤0.01% 582
2025
Q2 		$56.3K Buy
2,364
+1,800
+319% +$39.6K 0.01% 397
2025
Q1 		$12.1K Buy
564
+288
+104% +$6.55K ﹤0.01% 554
2024
Q4 		$6.27K Hold
276
– – ﹤0.01% 641
2024
Q3 		$6.12K Hold
276
– – ﹤0.01% 645
2024
Q2 		$5.78K Hold
276
– – ﹤0.01% 618
2024
Q1 		$5.62K Sell
276
-270
-49% -$5.22K ﹤0.01% 557
2023
Q4 		$10.1K Buy
+546
New +$9.43K ﹤0.01% 515

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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
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
Strid Group
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Addison Advisors's SCHB Position: Q2 2026 in Review

Addison Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 564 shares — an estimated $14.2K sold.

Addison Advisors first reported a position in SCHB in Q4 2023 and held it in 10 quarters. The position peaked at $56.3K in Q2 2025. 1,397 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Addison Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 564 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.2K.
  • Addison Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 10 quarters.
  • Addison Advisors's Schwab US Broad Market ETF position peaked at $56.3K in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.