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

Atlas 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 		$4.28M Buy
147,900
+2,082
+1% +$58.3K 0.47% 54
2026
Q1 		$3.66M Sell
145,818
-515
-0.4% -$13.5K 0.42% 58
2025
Q4 		$3.84M Buy
+146,333
New +$3.81M 0.43% 57
2025
Q2 		$3.42M Sell
143,426
-22,762
-14% -$501K 0.42% 57
2025
Q1 		$3.58M Sell
166,188
-4,071
-2% -$92.6K 0.45% 52
2024
Q4 		$3.86M Buy
170,259
+2,217
+1% +$50.6K 0.49% 49
2024
Q3 		$3.73M Buy
168,042
+5,586
+3% +$119K 0.57% 40
2024
Q2 		$3.4M Sell
162,456
-5,118
-3% -$104K 0.44% 52
2024
Q1 		$3.41M Buy
167,574
+6,894
+4% +$133K 0.53% 44
2023
Q4 		$2.98M Buy
160,680
+1,827
+1% +$31.6K 0.43% 50
2023
Q3 		$2.64M Buy
158,853
+12,135
+8% +$210K 0.43% 53
2023
Q2 		$2.53M Sell
146,718
-975
-0.7% -$15.9K 0.38% 55
2023
Q1 		$2.36M Sell
147,693
-9,639
-6% -$151K 0.37% 54
2022
Q4 		$2.35M Buy
157,332
+17,964
+13% +$270K 0.4% 51
2022
Q3 		$1.95M Buy
139,368
+4,230
+3% +$65.8K 0.36% 58
2022
Q2 		$1.99M Buy
135,138
+1,371
+1% +$22K 0.34% 61
2022
Q1 		$2.38M Sell
133,767
-13,941
-9% -$245K 0.37% 62
2021
Q4 		$2.78M Buy
147,708
+660
+0.4% +$12.1K 0.41% 54
2021
Q3 		$2.55M Sell
147,048
-17,844
-11% -$317K 0.41% 51
2021
Q2 		$2.87M Buy
164,892
+3,444
+2% +$58.3K 0.48% 47
2021
Q1 		$2.6M Sell
161,448
-1,266
-0.8% -$20K 0.51% 49
2020
Q4 		$2.47M Sell
162,714
-1,902
-1% -$27.1K 0.52% 42
2020
Q3 		$2.19M Sell
164,616
-402
-0.2% -$5.29K 0.52% 41
2020
Q2 		$2.02M Sell
165,018
-34,980
-17% -$403K 0.47% 45
2020
Q1 		$1.64M Buy
199,998
+199,122
+22,731% +$2.41M 0.49% 42
2019
Q4 		$11.2K Hold
876
– – ﹤0.01% 579
2019
Q3 		$10.4K Hold
876
– – ﹤0.01% 574
2019
Q2 		$10.3K Buy
+876
New +$10.1K ﹤0.01% 594
2018
Q4 		– Sell
-4,050
Closed -$47.6K – 594
2018
Q3 		$47.6K Hold
4,050
– – 0.02% 424
2018
Q2 		$46K Buy
+4,050
New +$44.3K 0.02% 404

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 $103B AUM 28.65% 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

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

Atlas Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, buying an estimated $58.3K and bringing the position to 147,900 shares worth $4.28M. The position accounts for 0.47% of the portfolio, ranked #54.

Atlas Capital Advisors first reported a position in SCHB in Q2 2018 and has held it in 30 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Atlas Capital Advisors held 147,900 shares of Schwab US Broad Market ETF worth $4.28M as of Q2 2026.
  • Atlas Capital Advisors bought 2,082 Schwab US Broad Market ETF shares in Q2 2026, an estimated $58.3K.
  • Schwab US Broad Market ETF made up 0.47% of Atlas Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Atlas Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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