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CAP Partners LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

CAP Partners LLC’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 		$1.07M Sell
36,893
-364
-1% -$10.2K 0.52% 45
2026
Q1 		$935K Sell
37,257
-23
-0.1% -$604 0.53% 46
2025
Q4 		$978K Sell
37,280
-932
-2% -$24.3K 0.55% 43
2025
Q3 		$982K Sell
38,212
-842
-2% -$20.8K 0.56% 43
2025
Q2 		$931K Sell
39,054
-98
-0.3% -$2.16K 0.59% 44
2025
Q1 		$843K Sell
39,152
-172
-0.4% -$3.91K 0.61% 42
2024
Q4 		$893K Buy
39,324
+4,095
+12% +$93.5K 0.63% 39
2024
Q3 		$781K Sell
35,229
-753
-2% -$16.1K 0.58% 43
2024
Q2 		$754K Sell
35,982
-5,985
-14% -$121K 0.61% 42
2024
Q1 		$854K Sell
41,967
-1,656
-4% -$32K 0.75% 35
2023
Q4 		$809K Buy
+43,623
New +$753K 0.8% 31

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

CAP Partners LLC's SCHB Position: Q2 2026 in Review

CAP Partners LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.98% in Q2 2026, selling an estimated $10.2K and leaving 36,893 shares worth $1.07M. The position accounts for 0.52% of the portfolio, ranked #45.

CAP Partners LLC first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CAP Partners LLC held 36,893 shares of Schwab US Broad Market ETF worth $1.07M as of Q2 2026.
  • CAP Partners LLC sold 364 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Broad Market ETF made up 0.52% of CAP Partners LLC's portfolio in Q2 2026, its #45 holding.
  • CAP Partners LLC first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.