Boulder Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Boulder Wealth 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 Q1	$40.6M	Buy	1,617,555 +31,222	+2%	+$819K	16.18%	1
2025 Q4	$41.6M	Buy	1,586,333 +13,592	+0.9%	+$354K	17.59%	2
2025 Q3	$40.4M	Buy	+1,572,741	New	+$38.9M	18.8%	2
2025 Q1	$33.6M	Buy	1,560,616 +35,343	+2%	+$804K	19.56%	1
2024 Q4	$34.6M	Buy	1,525,273 +18,310	+1%	+$418K	17.84%	1
2024 Q3	$33.4M	Buy	1,506,963 +17,637	+1%	+$377K	18.16%	1
2024 Q2	$31.2M	Buy	1,489,326 +36,972	+3%	+$749K	18.21%	1
2024 Q1	$29.6M	Buy	+1,452,354	New	+$28.1M	18.3%	1
2022 Q4	$13.7M	Buy	+918,990	New	+$13.8M	12.28%	2

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Boulder Wealth Advisors's SCHB Position: Q1 2026 in Review

Boulder Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q1 2026, buying an estimated $819K and bringing the position to 1,617,555 shares worth $40.6M. The position accounts for 16.18% of the portfolio, ranked #1.

Boulder Wealth Advisors first reported a position in SCHB in Q4 2022 and has held it in 9 quarters since. The position peaked at $41.6M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Boulder Wealth Advisors held 1,617,555 shares of Schwab US Broad Market ETF worth $40.6M as of Q1 2026.
Boulder Wealth Advisors bought 31,222 Schwab US Broad Market ETF shares in Q1 2026, an estimated $819K.
Schwab US Broad Market ETF made up 16.18% of Boulder Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Boulder Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 9 quarters since.
Boulder Wealth Advisors's Schwab US Broad Market ETF position peaked at $41.6M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.