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

Cambridge 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
Q2 		$3.89M Sell
134,440
-589
-0.4% -$16.5K 0.67% 26
2026
Q1 		$3.39M Sell
135,029
-1,264
-0.9% -$33.2K 0.66% 28
2025
Q4 		$3.57M Sell
136,293
-400
-0.3% -$10.4K 0.68% 26
2025
Q3 		$3.51M Sell
136,693
-350
-0.3% -$8.66K 0.69% 24
2025
Q2 		$3.27M Sell
137,043
-1,560
-1% -$34.4K 0.68% 23
2025
Q1 		$2.98M Buy
138,603
+336
+0.2% +$7.64K 0.65% 26
2024
Q4 		$3.14M Sell
138,267
-486
-0.4% -$11.1K 0.7% 24
2024
Q3 		$3.08M Sell
138,753
-3,702
-3% -$79K 0.67% 26
2024
Q2 		$2.99M Buy
142,455
+1,803
+1% +$36.5K 0.69% 23
2024
Q1 		$2.86M Buy
140,652
+177
+0.1% +$3.42K 0.67% 25
2023
Q4 		$2.61M Buy
140,475
+327
+0.2% +$5.65K 0.66% 26
2023
Q3 		$2.33M Sell
140,148
-2,580
-2% -$44.7K 0.63% 27
2023
Q2 		$2.46M Sell
142,728
-1,104
-0.8% -$18K 0.63% 25
2023
Q1 		$2.29M Sell
143,832
-3,321
-2% -$51.9K 0.59% 27
2022
Q4 		$2.2M Sell
147,153
-1,800
-1% -$27.1K 0.59% 27
2022
Q3 		$2.08M Sell
148,953
-2,055
-1% -$32K 0.6% 26
2022
Q2 		$2.22M Sell
151,008
-8,997
-6% -$144K 0.61% 25
2022
Q1 		$2.85M Buy
160,005
+255
+0.2% +$4.48K 0.68% 24
2021
Q4 		$3.01M Sell
159,750
-480
-0.3% -$8.83K 0.68% 22
2021
Q3 		$2.77M Sell
160,230
-2,562
-2% -$45.6K 0.68% 21
2021
Q2 		$2.83M Sell
162,792
-1,644
-1% -$27.8K 0.68% 23
2021
Q1 		$2.65M Sell
164,436
-1,056
-0.6% -$16.6K 0.68% 26
2020
Q4 		$2.51M Sell
165,492
-3,516
-2% -$50.1K 0.68% 25
2020
Q3 		$2.24M Sell
169,008
-1,254
-0.7% -$16.5K 0.66% 26
2020
Q2 		$2.08M Buy
170,262
+1,584
+0.9% +$18.3K 0.65% 25
2020
Q1 		$1.7M Buy
168,678
+23,706
+16% +$287K 0.62% 27
2019
Q4 		$1.86M Buy
144,972
+3,570
+3% +$43.8K 0.57% 30
2019
Q3 		$1.67M Buy
141,402
+4,698
+3% +$55.5K 0.55% 27
2019
Q2 		$1.61M Sell
136,704
-2,148
-2% -$24.8K 0.53% 32
2019
Q1 		$1.57M Sell
138,852
-16,986
-11% -$185K 0.54% 33
2018
Q4 		$1.56M Buy
155,838
+19,062
+14% +$206K 0.58% 29
2018
Q3 		$1.6M Buy
136,776
+3,978
+3% +$45.8K 0.54% 33
2018
Q2 		$1.46M Buy
132,798
+1,362
+1% +$14.9K 0.52% 36
2018
Q1 		$1.4M Buy
131,436
+37,728
+40% +$415K 0.5% 36
2017
Q4 		$1.01M Buy
93,708
+6,360
+7% +$66.7K 0.36% 52
2017
Q3 		$887K Buy
87,348
+1,704
+2% +$16.9K 0.34% 55
2017
Q2 		$834K Buy
85,644
+498
+0.6% +$4.81K 0.34% 59
2017
Q1 		$810K Buy
85,146
+4,596
+6% +$43.1K 0.33% 61
2016
Q4 		$727K Buy
80,550
+1,092
+1% +$9.62K 0.32% 65
2016
Q3 		$693K Sell
79,458
-1,200
-1% -$10.4K 0.31% 64
2016
Q2 		$676K Buy
80,658
+8,040
+11% +$66.7K 0.31% 66
2016
Q1 		$596K Buy
72,618
+3,030
+4% +$23.5K 0.28% 69
2015
Q4 		$569K Sell
69,588
-1,200
-2% -$9.9K 0.32% 68
2015
Q3 		$547K Buy
70,788
+18,510
+35% +$152K 0.32% 67
2015
Q2 		$438K Buy
52,278
+6,000
+13% +$51.3K 0.25% 82
2015
Q1 		$389K Hold
46,278
– – 0.23% 85
2014
Q4 		$384K Buy
+46,278
New +$375K 0.23% 87

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 $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

Cambridge Advisors's SCHB Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.44% in Q2 2026, selling an estimated $16.5K and leaving 134,440 shares worth $3.89M. The position accounts for 0.67% of the portfolio, ranked #26.

Cambridge Advisors first reported a position in SCHB in Q4 2014 and has held it in 47 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cambridge Advisors held 134,440 shares of Schwab US Broad Market ETF worth $3.89M as of Q2 2026.
  • Cambridge Advisors sold 589 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.5K.
  • Schwab US Broad Market ETF made up 0.67% of Cambridge Advisors's portfolio in Q2 2026, its #26 holding.
  • Cambridge Advisors first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.