ADE LLC
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ADE LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

ADE LLC’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
Q3 		$777K Buy
26,513
+11
+0% +$323 0.32% 38
2026
Q2 		$768K Buy
26,502
+13,472
+103% +$377K 0.32% 39
2026
Q1 		$327K Hold
13,030
– – 0.16% 69
2025
Q4 		$342K Hold
13,030
– – 0.17% 68
2025
Q3 		$335K Buy
+13,030
New +$323K 0.17% 67

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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
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

ADE LLC's SCHB Position: Q3 2026 in Review

ADE LLC increased its Schwab US Broad Market ETF (SCHB) stake by 0.04% in Q3 2026, buying an estimated $323 and bringing the position to 26,513 shares worth $777K. The position accounts for 0.32% of the portfolio, ranked #38.

ADE LLC first reported a position in SCHB in Q3 2025 and has held it in 5 quarters since. 834 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • ADE LLC held 26,513 shares of Schwab US Broad Market ETF worth $777K as of Q3 2026.
  • ADE LLC bought 11 Schwab US Broad Market ETF shares in Q3 2026, an estimated $323.
  • Schwab US Broad Market ETF made up 0.32% of ADE LLC's portfolio in Q3 2026, its #38 holding.
  • ADE LLC first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 5 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on ADE LLC's 13F filing for Q3 2026, filed 29 Oct 2026.