ACI
SCHB icon

Alpha Cubed Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$240K Hold
9,135
– – 0.01% 256
2025
Q3 		$235K Hold
9,135
– – 0.01% 258
2025
Q2 		$218K Sell
9,135
-1,050
-10% -$23.1K 0.01% 277
2025
Q1 		$219K Sell
10,185
-1
-0% -$23 0.01% 271
2024
Q4 		$231K Sell
10,186
-2,408
-19% -$55K 0.01% 228
2024
Q3 		$279K Buy
12,594
+2,409
+24% +$51.4K 0.01% 211
2024
Q2 		$213K Sell
10,185
-333
-3% -$6.75K 0.01% 261
2024
Q1 		$214K Sell
10,518
-195,015
-95% -$3.77M 0.01% 258
2023
Q4 		$3.81M Buy
205,533
+333
+0.2% +$5.75K 0.21% 74
2023
Q3 		$3.41M Hold
205,200
– – 0.23% 65
2023
Q2 		$3.54M Sell
205,200
-1,500
-0.7% -$24.5K 0.24% 68
2023
Q1 		$3.3M Hold
206,700
– – 0.24% 71
2022
Q4 		$3.09M Hold
206,700
– – 0.23% 73
2022
Q3 		$2.89M Buy
206,700
+300
+0.1% +$4.67K 0.23% 75
2022
Q2 		$3.04M Hold
206,400
– – 0.22% 74
2022
Q1 		$3.67M Buy
206,400
+6,000
+3% +$105K 0.24% 66
2021
Q4 		$3.77M Hold
200,400
– – 0.25% 72
2021
Q3 		$3.47M Hold
200,400
– – 0.26% 73
2021
Q2 		$3.48M Hold
200,400
– – 0.25% 74
2021
Q1 		$3.23M Sell
200,400
-1,956
-1% -$30.8K 0.25% 77
2020
Q4 		$3.07M Buy
202,356
+270
+0.1% +$3.85K 0.26% 76
2020
Q3 		$2.68M Hold
202,086
– – 0.26% 70
2020
Q2 		$2.48M Buy
+202,086
New +$2.33M 0.27% 66

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Alpha Cubed Investments's SCHB Position: Q4 2025 in Review

Alpha Cubed Investments held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2025 at 9,135 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #256.

Alpha Cubed Investments first reported a position in SCHB in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.81M in Q4 2023. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Alpha Cubed Investments held 9,135 shares of Schwab US Broad Market ETF worth $240K as of Q4 2025.
  • Alpha Cubed Investments left its Schwab US Broad Market ETF share count unchanged in Q4 2025.
  • Schwab US Broad Market ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #256 holding.
  • Alpha Cubed Investments first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 23 quarters since.
  • Alpha Cubed Investments's Schwab US Broad Market ETF position peaked at $3.81M in Q4 2023.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.