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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
Q3 		$1.35M Buy
45,299
+10,978
+32% +$322K 0.02% 349
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

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Apella Capital's SCHB Position: Q3 2026 in Review

Apella Capital increased its Schwab US Broad Market ETF (SCHB) stake by 32% in Q3 2026, buying an estimated $322K and bringing the position to 45,299 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #349.

Apella Capital first reported a position in SCHB in Q4 2021 and has held it in 17 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Apella Capital held 45,299 shares of Schwab US Broad Market ETF worth $1.35M as of Q3 2026.
  • Apella Capital bought 10,978 Schwab US Broad Market ETF shares in Q3 2026, an estimated $322K.
  • Schwab US Broad Market ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #349 holding.
  • Apella Capital first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.