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

Brightwater Advisory’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 		$8.67M Buy
345,441
+18,992
+6% +$498K 5.73% 3
2025
Q4 		$8.56M Sell
326,449
-737
-0.2% -$19.2K 5.79% 4
2025
Q3 		$8.41M Sell
327,186
-15,015
-4% -$372K 5.78% 4
2025
Q2 		$8.15M Buy
342,201
+90,006
+36% +$1.98M 5.86% 4
2025
Q1 		$5.43M Buy
252,195
+12,039
+5% +$274K 4.29% 8
2024
Q4 		$5.45M Sell
240,156
-19,941
-8% -$455K 4.27% 9
2024
Q3 		$5.77M Sell
260,097
-2,748
-1% -$58.7K 4.24% 7
2024
Q2 		$5.51M Buy
262,845
+11,070
+4% +$224K 4.25% 7
2024
Q1 		$5.12M Buy
251,775
+2,649
+1% +$51.3K 4.11% 9
2023
Q4 		$4.62M Buy
+249,126
New +$4.3M 3.9% 10

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 $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

Brightwater Advisory's SCHB Position: Q1 2026 in Review

Brightwater Advisory increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q1 2026, buying an estimated $498K and bringing the position to 345,441 shares worth $8.67M. The position accounts for 5.73% of the portfolio, ranked #3.

Brightwater Advisory first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Brightwater Advisory held 345,441 shares of Schwab US Broad Market ETF worth $8.67M as of Q1 2026.
  • Brightwater Advisory bought 18,992 Schwab US Broad Market ETF shares in Q1 2026, an estimated $498K.
  • Schwab US Broad Market ETF made up 5.73% of Brightwater Advisory's portfolio in Q1 2026, its #3 holding.
  • Brightwater Advisory first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.