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American Capital Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

American Capital Advisory’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 		$41.4K Hold
1,428
– – 0.02% 229
2026
Q1 		$35.8K Sell
1,428
-193
-12% -$5.06K 0.01% 236
2025
Q4 		$42.5K Hold
1,621
– – 0.02% 218
2025
Q3 		$41.7K Hold
1,621
– – 0.02% 207
2025
Q2 		$38.6K Hold
1,621
– – 0.02% 203
2025
Q1 		$34.9K Sell
1,621
-521
-24% -$11.9K 0.02% 215
2024
Q4 		$48.6K Buy
2,142
+288
+16% +$6.58K 0.03% 183
2024
Q3 		$41.1K Sell
1,854
-966
-34% -$20.6K 0.02% 195
2024
Q2 		$52.3K Sell
2,820
-297
-10% -$6.02K 0.04% 152
2024
Q1 		$49.7K Buy
3,117
+297
+11% +$5.75K 0.04% 143
2023
Q4 		$52.3K Buy
+2,820
New +$48.7K 0.04% 152

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

American Capital Advisory's SCHB Position: Q2 2026 in Review

American Capital Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 1,428 shares worth $41.4K. The position accounts for 0.02% of the portfolio, ranked #229.

American Capital Advisory first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.3K in Q2 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • American Capital Advisory held 1,428 shares of Schwab US Broad Market ETF worth $41.4K as of Q2 2026.
  • American Capital Advisory left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #229 holding.
  • American Capital Advisory first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Schwab US Broad Market ETF position peaked at $52.3K in Q2 2024.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.