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

Aspire Capital 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 		$4.89M Buy
168,788
+6,673
+4% +$187K 0.95% 27
2026
Q1 		$4.07M Buy
162,115
+899
+0.6% +$23.6K 0.92% 28
2025
Q4 		$4.23M Buy
161,216
+879
+0.5% +$22.9K 0.99% 28
2025
Q3 		$4.12M Sell
160,337
-1,600
-1% -$39.6K 1.02% 27
2025
Q2 		$3.86M Sell
161,937
-5,752
-3% -$127K 1.07% 26
2025
Q1 		$3.61M Sell
167,689
-2,345
-1% -$53.3K 1.08% 27
2024
Q4 		$3.86M Sell
170,034
-14,583
-8% -$333K 1.1% 26
2024
Q3 		$4.09M Sell
184,617
-114
-0.1% -$2.43K 1.22% 25
2024
Q2 		$3.87M Sell
184,731
-68,868
-27% -$1.4M 1.27% 24
2024
Q1 		$5.16M Buy
253,599
+37,746
+17% +$730K 1.74% 17
2023
Q4 		$4.01M Buy
215,853
+42,246
+24% +$730K 1.63% 19
2023
Q3 		$2.88M Buy
173,607
+3
+0% +$52 1.31% 22
2023
Q2 		$2.99M Sell
173,604
-813
-0.5% -$13.3K 1.45% 20
2023
Q1 		$2.78M Sell
174,417
-1,800
-1% -$28.1K 1.46% 19
2022
Q4 		$2.63M Sell
176,217
-684
-0.4% -$10.3K 1.5% 19
2022
Q3 		$2.48M Sell
176,901
-2,496
-1% -$38.8K 1.96% 14
2022
Q2 		$2.64M Sell
179,397
-6,042
-3% -$97K 2% 14
2022
Q1 		$3.3M Buy
+185,439
New +$3.26M 3.14% 9

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

Aspire Capital Advisors's SCHB Position: Q2 2026 in Review

Aspire Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q2 2026, buying an estimated $187K and bringing the position to 168,788 shares worth $4.89M. The position accounts for 0.95% of the portfolio, ranked #27.

Aspire Capital Advisors first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.16M in Q1 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aspire Capital Advisors held 168,788 shares of Schwab US Broad Market ETF worth $4.89M as of Q2 2026.
  • Aspire Capital Advisors bought 6,673 Schwab US Broad Market ETF shares in Q2 2026, an estimated $187K.
  • Schwab US Broad Market ETF made up 0.95% of Aspire Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Aspire Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Aspire Capital Advisors's Schwab US Broad Market ETF position peaked at $5.16M in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.