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

Capital Advisors Ltd’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 		$1.18M Buy
40,568
+27
+0.1% +$756 0.12% 117
2026
Q1 		$1.02M Sell
40,541
-1,356
-3% -$35.6K 0.12% 120
2025
Q4 		$1.1M Buy
41,897
+970
+2% +$25.3K 0.12% 108
2025
Q3 		$1.05M Buy
40,927
+555
+1% +$13.7K 0.12% 105
2025
Q2 		$962K Buy
40,372
+2,747
+7% +$60.5K 0.12% 100
2025
Q1 		$810K Sell
37,625
-2,104
-5% -$47.9K 0.11% 116
2024
Q4 		$902K Sell
39,729
-3,438
-8% -$78.5K 0.11% 108
2024
Q3 		$957K Buy
43,167
+954
+2% +$20.4K 0.12% 108
2024
Q2 		$885K Hold
42,213
– – 0.11% 106
2024
Q1 		$859K Hold
42,213
– – 0.11% 111
2023
Q4 		$783K Sell
42,213
-2,139
-5% -$36.9K 0.11% 111
2023
Q3 		$737K Hold
44,352
– – 0.11% 111
2023
Q2 		$764K Hold
44,352
– – 0.11% 109
2023
Q1 		$707K Hold
44,352
– – 0.12% 100
2022
Q4 		$662K Buy
44,352
+399
+0.9% +$6K 0.12% 110
2022
Q3 		$615K Buy
43,953
+20,748
+89% +$323K 0.12% 107
2022
Q2 		$342K Buy
23,205
+531
+2% +$8.52K 0.06% 170
2022
Q1 		$404K Hold
22,674
– – 0.07% 159
2021
Q4 		$427K Hold
22,674
– – 0.07% 151
2021
Q3 		$392K Hold
22,674
– – 0.07% 137
2021
Q2 		$394K Hold
22,674
– – 0.07% 132
2021
Q1 		$365K Hold
22,674
– – 0.07% 126
2020
Q4 		$344K Buy
22,674
+846
+4% +$12.1K 0.08% 121
2020
Q3 		$290K Hold
21,828
– – 0.07% 126
2020
Q2 		$267K Hold
21,828
– – 0.07% 127
2020
Q1 		$220K Buy
+21,828
New +$264K 0.07% 136
2015
Q2 		– Sell
-954
Closed -$8K – 353
2015
Q1 		$8K Buy
+954
New +$7.98K ﹤0.01% 278

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

Capital Advisors Ltd's SCHB Position: Q2 2026 in Review

Capital Advisors Ltd increased its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q2 2026, buying an estimated $756 and bringing the position to 40,568 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #117.

Capital Advisors Ltd first reported a position in SCHB in Q1 2015 and has held it in 27 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Advisors Ltd held 40,568 shares of Schwab US Broad Market ETF worth $1.18M as of Q2 2026.
  • Capital Advisors Ltd bought 27 Schwab US Broad Market ETF shares in Q2 2026, an estimated $756.
  • Schwab US Broad Market ETF made up 0.12% of Capital Advisors Ltd's portfolio in Q2 2026, its #117 holding.
  • Capital Advisors Ltd first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 27 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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