Bigelow Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
73,080
-13,362
| -15% | -$351K | 0.73% | 38 |
|
|
2025
Q4 | $2.27M | Sell |
86,442
-796
| -0.9% | -$20.7K | 0.89% | 30 |
|
|
2025
Q3 | $2.24M | Sell |
87,238
-325
| -0.4% | -$8.04K | 0.9% | 31 |
|
|
2025
Q2 | $2.09M | Sell |
87,563
-1,103
| -1% | -$24.3K | 0.92% | 28 |
|
|
2025
Q1 | $1.91M | Sell |
88,666
-3,445
| -4% | -$78.4K | 0.91% | 29 |
|
|
2024
Q4 | $2.09M | Sell |
92,111
-8,455
| -8% | -$193K | 0.98% | 25 |
|
|
2024
Q3 | $2.23M | Sell |
100,566
-6,819
| -6% | -$146K | 0.99% | 23 |
|
|
2024
Q2 | $2.25M | Sell |
107,385
-153
| -0.1% | -$3.1K | 1.07% | 22 |
|
|
2024
Q1 | $2.19M | Sell |
107,538
-576
| -0.5% | -$11.1K | 1.08% | 21 |
|
|
2023
Q4 | $2.01M | Buy |
108,114
+3,210
| +3% | +$55.4K | 1.08% | 21 |
|
|
2023
Q3 | $1.74M | Sell |
104,904
-414
| -0.4% | -$7.17K | 1% | 25 |
|
|
2023
Q2 | $1.81M | Sell |
105,318
-4,167
| -4% | -$67.9K | 0.99% | 26 |
|
|
2023
Q1 | $1.75M | Sell |
109,485
-54
| -0% | -$844 | 1.01% | 23 |
|
|
2022
Q4 | $1.64M | Sell |
109,539
-7,365
| -6% | -$111K | 0.95% | 27 |
|
|
2022
Q3 | $1.64M | Buy |
116,904
+555
| +0.5% | +$8.63K | 0.98% | 25 |
|
|
2022
Q2 | $1.71M | Sell |
116,349
-13,803
| -11% | -$222K | 0.94% | 27 |
|
|
2022
Q1 | $2.32M | Sell |
130,152
-4,710
| -3% | -$82.7K | 1.08% | 21 |
|
|
2021
Q4 | $2.54M | Buy |
134,862
+3,348
| +3% | +$61.6K | 1.15% | 19 |
|
|
2021
Q3 | $2.28M | Buy |
131,514
+19,764
| +18% | +$352K | 1.12% | 21 |
|
|
2021
Q2 | $1.94M | Hold |
111,750
| – | – | 0.94% | 24 |
|
|
2021
Q1 | $1.8M | Buy |
111,750
+2,832
| +3% | +$44.6K | 0.91% | 26 |
|
|
2020
Q4 | $1.65M | Buy |
108,918
+828
| +0.8% | +$11.8K | 0.88% | 27 |
|
|
2020
Q3 | $1.44M | Sell |
108,090
-17,028
| -14% | -$224K | 0.85% | 28 |
|
|
2020
Q2 | $1.53M | Sell |
125,118
-1,026
| -0.8% | -$11.8K | 0.99% | 22 |
|
|
2020
Q1 | $1.27M | Buy |
126,144
+4,830
| +4% | +$58.4K | 0.95% | 23 |
|
|
2019
Q4 | $1.55M | Buy |
121,314
+9,624
| +9% | +$118K | 0.91% | 27 |
|
|
2019
Q3 | $1.32M | Buy |
111,690
+480
| +0.4% | +$5.67K | 0.84% | 32 |
|
|
2019
Q2 | $1.31M | Buy |
111,210
+774
| +0.7% | +$8.94K | 0.88% | 31 |
|
|
2019
Q1 | $1.25M | Buy |
110,436
+7,008
| +7% | +$76.5K | 0.87% | 29 |
|
|
2018
Q4 | $1.03M | Buy |
103,428
+4,386
| +4% | +$47.4K | 0.77% | 34 |
|
|
2018
Q3 | $1.16M | Buy |
99,042
+10,992
| +12% | +$127K | 0.78% | 36 |
|
|
2018
Q2 | $968K | Sell |
88,050
-306
| -0.3% | -$3.35K | 0.66% | 45 |
|
|
2018
Q1 | $939K | Sell |
88,356
-2,868
| -3% | -$31.5K | 0.64% | 44 |
|
|
2017
Q4 | $981K | Buy |
+91,224
| New | +$957K | 0.98% | 23 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
Bigelow Investment Advisors's SCHB Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 15% in Q1 2026, selling an estimated $351K and leaving 73,080 shares worth $1.83M. The position accounts for 0.73% of the portfolio, ranked #38.
Bigelow Investment Advisors first reported a position in SCHB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.54M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.
- Bigelow Investment Advisors held 73,080 shares of Schwab US Broad Market ETF worth $1.83M as of Q1 2026.
- Bigelow Investment Advisors sold 13,362 Schwab US Broad Market ETF shares in Q1 2026, an estimated $351K.
- Schwab US Broad Market ETF made up 0.73% of Bigelow Investment Advisors's portfolio in Q1 2026, its #38 holding.
- Bigelow Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Schwab US Broad Market ETF position peaked at $2.54M in Q4 2021.
- 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.