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Avalon Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Avalon Advisory Group’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
Q1 		$3.89M Sell
155,123
-2,686
-2% -$70.5K 1.57% 6
2025
Q4 		$4.14M Sell
157,809
-106
-0.1% -$2.76K 1.69% 6
2025
Q3 		$4.06M Sell
157,915
-1,118
-0.7% -$27.7K 1.65% 6
2025
Q2 		$3.79M Buy
159,033
+18,408
+13% +$405K 1.63% 6
2025
Q1 		$3.03M Sell
140,625
-26,065
-16% -$593K 1.43% 6
2024
Q4 		$3.78M Sell
166,690
-221
-0.1% -$5.05K 1.73% 5
2024
Q3 		$3.7M Hold
166,911
– – 1.68% 6
2024
Q2 		$3.5M Sell
166,911
-837
-0.5% -$17K 1.67% 6
2024
Q1 		$3.41M Hold
167,748
– – 1.65% 6
2023
Q4 		$3.11M Hold
167,748
– – 1.62% 6
2023
Q3 		$2.79M Sell
167,748
-231
-0.1% -$4K 1.64% 6
2023
Q2 		$2.89M Hold
167,979
– – 1.65% 6
2023
Q1 		$2.68M Sell
167,979
-759
-0.4% -$11.9K 1.59% 6
2022
Q4 		$2.52M Sell
168,738
-37,377
-18% -$562K 1.63% 6
2022
Q3 		$2.88M Buy
206,115
+33,486
+19% +$521K 1.81% 6
2022
Q2 		$2.54M Buy
172,629
+3,315
+2% +$53.2K 1.51% 6
2022
Q1 		$3.01M Sell
169,314
-2,124
-1% -$37.3K 1.58% 6
2021
Q4 		$3.23M Sell
171,438
-44,160
-20% -$812K 1.59% 6
2021
Q3 		$3.73M Sell
215,598
-132
-0.1% -$2.35K 1.68% 6
2021
Q2 		$3.75M Sell
215,730
-20,136
-9% -$341K 1.73% 6
2021
Q1 		$3.8M Sell
235,866
-20,160
-8% -$318K 1.86% 6
2020
Q4 		$3.88M Sell
256,026
-14,604
-5% -$208K 1.94% 6
2020
Q3 		$3.59M Sell
270,630
-24,714
-8% -$325K 1.93% 6
2020
Q2 		$3.62M Sell
295,344
-123,594
-30% -$1.42M 2.04% 6
2020
Q1 		$4.22M Buy
418,938
+237,714
+131% +$2.88M 2.69% 5
2019
Q4 		$2.32M Buy
+181,224
New +$2.22M 1.47% 7

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Avalon Advisory Group's SCHB Position: Q1 2026 in Review

Avalon Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q1 2026, selling an estimated $70.5K and leaving 155,123 shares worth $3.89M. The position accounts for 1.57% of the portfolio, ranked #6.

Avalon Advisory Group first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.22M in Q1 2020. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Avalon Advisory Group held 155,123 shares of Schwab US Broad Market ETF worth $3.89M as of Q1 2026.
  • Avalon Advisory Group sold 2,686 Schwab US Broad Market ETF shares in Q1 2026, an estimated $70.5K.
  • Schwab US Broad Market ETF made up 1.57% of Avalon Advisory Group's portfolio in Q1 2026, its #6 holding.
  • Avalon Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Avalon Advisory Group's Schwab US Broad Market ETF position peaked at $4.22M in Q1 2020.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Avalon Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.