CPL
SCHB icon

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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.72B AUM 13.51% 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 $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return