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Arkadios Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Arkadios Wealth 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 		$2.16M Sell
74,751
-393
-0.5% -$11K 0.03% 504
2026
Q1 		$1.89M Buy
75,144
+35,829
+91% +$940K 0.03% 534
2025
Q4 		$1.03M Buy
39,315
+17,443
+80% +$454K 0.02% 685
2025
Q3 		$562K Buy
21,872
+2,486
+13% +$61.5K 0.01% 886
2025
Q2 		$462K Buy
19,386
+8,193
+73% +$180K 0.01% 875
2025
Q1 		$241K Buy
11,193
+1,980
+21% +$45K 0.01% 989
2024
Q4 		$209K Sell
9,213
-5,022
-35% -$115K 0.01% 848
2024
Q3 		$316K Sell
14,235
-111
-0.8% -$2.37K 0.02% 685
2024
Q2 		$301K Buy
+14,346
New +$291K 0.02% 635
2024
Q1 		– Sell
-11,046
Closed -$205K – 782
2023
Q4 		$205K Buy
+11,046
New +$191K 0.02% 642
2023
Q3 		– Sell
-11,748
Closed -$202K – 739
2023
Q2 		$202K Buy
+11,748
New +$192K 0.02% 575
2023
Q1 		– Sell
-15,018
Closed -$224K – 633
2022
Q4 		$224K Buy
+15,018
New +$226K 0.03% 490
2022
Q3 		– Sell
-14,229
Closed -$210K – 567
2022
Q2 		$210K Sell
14,229
-17,148
-55% -$275K 0.03% 495
2022
Q1 		$558K Sell
31,377
-5,781
-16% -$101K 0.07% 289
2021
Q4 		$700K Sell
37,158
-9,306
-20% -$171K 0.09% 254
2021
Q3 		$804K Sell
46,464
-6,240
-12% -$111K 0.12% 200
2021
Q2 		$915K Buy
52,704
+36,756
+230% +$622K 0.11% 219
2021
Q1 		$257K Sell
15,948
-1,176
-7% -$18.5K 0.04% 368
2020
Q4 		$259K Sell
17,124
-16,968
-50% -$242K 0.05% 282
2020
Q3 		$472K Sell
34,092
-5,334
-14% -$70.1K 0.24% 101
2020
Q2 		$497K Buy
39,426
+18,888
+92% +$218K 0.28% 81
2020
Q1 		$207K Sell
20,538
-3,396
-14% -$41.1K 0.13% 144
2019
Q4 		$321K Buy
+23,934
New +$294K 0.19% 114

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

Arkadios Wealth Advisors's SCHB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.52% in Q2 2026, selling an estimated $11K and leaving 74,751 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #504.

Arkadios Wealth Advisors first reported a position in SCHB in Q4 2019 and has held it in 23 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Arkadios Wealth Advisors held 74,751 shares of Schwab US Broad Market ETF worth $2.16M as of Q2 2026.
  • Arkadios Wealth Advisors sold 393 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11K.
  • Schwab US Broad Market ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #504 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.