ACA
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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
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

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Betterment LLC
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R
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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