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

Apella Capital’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 		$993K Buy
34,321
+10,275
+43% +$288K 0.01% 375
2026
Q1 		$660K Buy
24,046
+5,610
+30% +$147K 0.01% 414
2025
Q4 		$484K Buy
18,436
+502
+3% +$13.1K 0.01% 368
2025
Q3 		$457K Sell
17,934
-646
-3% -$16K 0.01% 335
2025
Q2 		$445K Buy
18,580
+46
+0.2% +$1.01K 0.01% 307
2025
Q1 		$387K Buy
18,534
+165
+0.9% +$3.75K 0.01% 277
2024
Q4 		$417K Sell
18,369
-60
-0.3% -$1.37K 0.02% 248
2024
Q3 		$405K Buy
18,429
+1,125
+7% +$24K 0.02% 235
2024
Q2 		$369K Buy
17,304
+2,628
+18% +$53.2K 0.02% 232
2024
Q1 		$296K Sell
14,676
-5,442
-27% -$105K 0.01% 244
2023
Q4 		$366K Buy
20,118
+987
+5% +$17K 0.02% 213
2023
Q3 		$318K Buy
19,131
+5,202
+37% +$90K 0.02% 208
2023
Q2 		$240K Buy
+13,929
New +$227K 0.02% 234
2022
Q4 		$207K Buy
+13,833
New +$208K 0.02% 224
2022
Q3 		– Sell
-14,010
Closed -$206K – 217
2022
Q2 		$206K Buy
+14,010
New +$225K 0.02% 210
2022
Q1 		– Sell
-10,770
Closed -$203K – 220
2021
Q4 		$203K Buy
+10,770
New +$198K 0.03% 198

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Apella Capital's SCHB Position: Q2 2026 in Review

Apella Capital increased its Schwab US Broad Market ETF (SCHB) stake by 43% in Q2 2026, buying an estimated $288K and bringing the position to 34,321 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #375.

Apella Capital first reported a position in SCHB in Q4 2021 and has held it in 16 quarters since. 721 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Apella Capital held 34,321 shares of Schwab US Broad Market ETF worth $993K as of Q2 2026.
  • Apella Capital bought 10,275 Schwab US Broad Market ETF shares in Q2 2026, an estimated $288K.
  • Schwab US Broad Market ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #375 holding.
  • Apella Capital first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.