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Aviance Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Aviance Capital Partners’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 		$480K Hold
16,563
– – 0.05% 264
2026
Q1 		$416K Sell
16,563
-2,400
-13% -$63K 0.05% 265
2025
Q4 		$497K Hold
18,963
– – 0.06% 236
2025
Q3 		$488K Hold
18,963
– – 0.06% 229
2025
Q2 		$452K Hold
18,963
– – 0.06% 236
2025
Q1 		$408K Sell
18,963
-125
-0.7% -$2.84K 0.06% 236
2024
Q4 		$433K Sell
19,088
-661
-3% -$15.1K 0.06% 220
2024
Q3 		$438K Sell
19,749
-6,336
-24% -$135K 0.06% 233
2024
Q2 		$547K Hold
26,085
– – 0.08% 200
2024
Q1 		$531K Hold
26,085
– – 0.08% 206
2023
Q4 		$484K Hold
26,085
– – 0.1% 173
2023
Q3 		$433K Hold
26,085
– – 0.1% 174
2023
Q2 		$450K Hold
26,085
– – 0.1% 183
2023
Q1 		$416K Sell
26,085
-1,329
-5% -$20.8K 0.09% 183
2022
Q4 		$409K Sell
27,414
-2,628
-9% -$39.5K 0.1% 192
2022
Q3 		$420K Hold
30,042
– – 0.1% 177
2022
Q2 		$443K Sell
30,042
-1,413
-4% -$22.7K 0.1% 188
2022
Q1 		$560K Buy
31,455
+3,525
+13% +$61.9K 0.1% 179
2021
Q4 		$526K Hold
27,930
– – 0.09% 185
2021
Q3 		$483K Hold
27,930
– – 0.09% 191
2021
Q2 		$485K Hold
27,930
– – 0.08% 189
2021
Q1 		$450K Hold
27,930
– – 0.09% 203
2020
Q4 		$424K Hold
27,930
– – 0.09% 194
2020
Q3 		$371K Hold
27,930
– – 0.08% 185
2020
Q2 		$342K Hold
27,930
– – 0.08% 190
2020
Q1 		$281K Hold
27,930
– – 0.09% 180
2019
Q4 		$358K Hold
27,930
– – 0.09% 183
2019
Q3 		$331K Hold
27,930
– – 0.1% 183
2019
Q2 		$328K Hold
27,930
– – 0.09% 185
2019
Q1 		$317K Sell
27,930
-2,016
-7% -$22K 0.09% 181
2018
Q4 		$299K Sell
29,946
-6
-0% -$65 0.11% 182
2018
Q3 		$351K Buy
29,952
+6
+0% +$69 0.08% 187
2018
Q2 		$329K Hold
29,946
– – 0.1% 194
2018
Q1 		$318K Sell
29,946
-6
-0% -$66 0.1% 191
2017
Q4 		$322K Buy
+29,952
New +$314K 0.11% 190

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

Aviance Capital Partners's SCHB Position: Q2 2026 in Review

Aviance Capital Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 16,563 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #264.

Aviance Capital Partners first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $560K in Q1 2022. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Aviance Capital Partners held 16,563 shares of Schwab US Broad Market ETF worth $480K as of Q2 2026.
  • Aviance Capital Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Aviance Capital Partners's portfolio in Q2 2026, its #264 holding.
  • Aviance Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Aviance Capital Partners's Schwab US Broad Market ETF position peaked at $560K in Q1 2022.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.