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Arcadia Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Arcadia Investment Advisors’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 		$6.78M Sell
234,223
-2,364
-1% -$66.2K 2.86% 17
2026
Q1 		$5.94M Sell
236,587
-15,411
-6% -$404K 2.8% 17
2025
Q4 		$6.61M Sell
251,998
-4,274
-2% -$111K 3.08% 16
2025
Q3 		$6.59M Sell
256,272
-13,100
-5% -$324K 3.2% 15
2025
Q2 		$6.42M Sell
269,372
-7,746
-3% -$171K 3.33% 15
2025
Q1 		$5.97M Sell
277,118
-12,754
-4% -$290K 3.34% 16
2024
Q4 		$6.58M Sell
289,872
-5,661
-2% -$129K 3.59% 14
2024
Q3 		$6.55M Sell
295,533
-5,064
-2% -$108K 3.51% 14
2024
Q2 		$6.3M Sell
300,597
-2,532
-0.8% -$51.3K 3.58% 14
2024
Q1 		$6.17M Sell
303,129
-1,230
-0.4% -$23.8K 3.52% 14
2023
Q4 		$5.65M Sell
304,359
-4,653
-2% -$80.4K 3.41% 16
2023
Q3 		$5.13M Sell
309,012
-4,278
-1% -$74K 3.4% 16
2023
Q2 		$5.4M Sell
313,290
-12,381
-4% -$202K 3.54% 15
2023
Q1 		$5.19M Sell
325,671
-6,726
-2% -$105K 3.57% 15
2022
Q4 		$4.96M Sell
332,397
-4,836
-1% -$72.7K 3.47% 15
2022
Q3 		$4.72M Sell
337,233
-753
-0.2% -$11.7K 3.57% 14
2022
Q2 		$4.98M Sell
337,986
-7,695
-2% -$124K 3.66% 14
2022
Q1 		$6.15M Sell
345,681
-2,289
-0.7% -$40.2K 3.74% 11
2021
Q4 		$6.55M Sell
347,970
-4,020
-1% -$74K 3.35% 10
2021
Q3 		$6.09M Sell
351,990
-1,338
-0.4% -$23.8K 3.28% 11
2021
Q2 		$6.14M Sell
353,328
-6,942
-2% -$117K 3.28% 12
2021
Q1 		$5.81M Sell
360,270
-30,240
-8% -$477K 3.19% 14
2020
Q4 		$5.92M Sell
390,510
-3,042
-0.8% -$43.3K 3.38% 12
2020
Q3 		$5.22M Sell
393,552
-4,314
-1% -$56.7K 3.34% 16
2020
Q2 		$4.87M Sell
397,866
-14,886
-4% -$172K 3.31% 16
2020
Q1 		$4.16M Sell
412,752
-208,218
-34% -$2.52M 3.3% 15
2019
Q4 		$7.96M Sell
620,970
-5,784
-0.9% -$71K 5.23% 7
2019
Q3 		$7.42M Sell
626,754
-540
-0.1% -$6.38K 5% 7
2019
Q2 		$7.37M Sell
627,294
-17,880
-3% -$206K 5.01% 7
2019
Q1 		$7.32M Sell
645,174
-66,852
-9% -$730K 5.51% 6
2018
Q4 		$7.11M Buy
712,026
+694,980
+4,077% +$7.51M 6.25% 6
2018
Q3 		$200K Sell
17,046
-1,044
-6% -$12K 0.16% 26
2018
Q2 		$199K Sell
18,090
-126
-0.7% -$1.38K 0.16% 30
2018
Q1 		$194K Hold
18,216
– – 0.17% 26
2017
Q4 		$196K Buy
+18,216
New +$191K 0.17% 26

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
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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Arcadia Investment Advisors's SCHB Position: Q2 2026 in Review

Arcadia Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $66.2K and leaving 234,223 shares worth $6.78M. The position accounts for 2.86% of the portfolio, ranked #17.

Arcadia Investment Advisors first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.96M in Q4 2019. 559 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Arcadia Investment Advisors held 234,223 shares of Schwab US Broad Market ETF worth $6.78M as of Q2 2026.
  • Arcadia Investment Advisors sold 2,364 Schwab US Broad Market ETF shares in Q2 2026, an estimated $66.2K.
  • Schwab US Broad Market ETF made up 2.86% of Arcadia Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Arcadia Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Arcadia Investment Advisors's Schwab US Broad Market ETF position peaked at $7.96M in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.