ACM
SCHB icon

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
Q2 		$340K Sell
11,733
-1,353
-10% -$37.9K ﹤0.01% 504
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 $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

Advisors Capital Management's SCHB Position: Q2 2026 in Review

Advisors Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $37.9K and leaving 11,733 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Advisors Capital Management first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $347K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Advisors Capital Management held 11,733 shares of Schwab US Broad Market ETF worth $340K as of Q2 2026.
  • Advisors Capital Management sold 1,353 Schwab US Broad Market ETF shares in Q2 2026, an estimated $37.9K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #504 holding.
  • Advisors Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Advisors Capital Management's Schwab US Broad Market ETF position peaked at $347K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.