ACM
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Advisors Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisors Capital Management’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 		$328K Sell
13,086
-135
-1% -$3.54K ﹤0.01% 466
2025
Q4 		$347K Buy
13,221
+1,224
+10% +$31.9K ﹤0.01% 470
2025
Q3 		$308K Sell
11,997
-721
-6% -$17.8K ﹤0.01% 471
2025
Q2 		$303K Buy
12,718
+474
+4% +$10.4K ﹤0.01% 447
2025
Q1 		$264K Sell
12,244
-1,325
-10% -$30.1K ﹤0.01% 453
2024
Q4 		$308K Hold
13,569
– – ﹤0.01% 444
2024
Q3 		$301K Hold
13,569
– – ﹤0.01% 431
2024
Q2 		$284K Hold
13,569
– – 0.01% 425
2024
Q1 		$276K Sell
13,569
-450
-3% -$8.71K 0.01% 426
2023
Q4 		$260K Buy
+14,019
New +$242K 0.01% 421

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 $564B 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 $1.72B AUM 13.51% 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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return