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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
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

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

ADE LLC's SCHB Position: Q1 2026 in Review

ADE LLC held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 13,030 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #69.

ADE LLC first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • ADE LLC held 13,030 shares of Schwab US Broad Market ETF worth $327K as of Q1 2026.
  • ADE LLC left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.16% of ADE LLC's portfolio in Q1 2026, its #69 holding.
  • ADE LLC first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • ADE LLC's Schwab US Broad Market ETF position peaked at $342K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on ADE LLC's 13F filing for Q1 2026, filed 14 May 2026.