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Capital Analysts LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Analysts 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 		$1.41M Buy
48,692
+20,858
+75% +$584K 0.03% 314
2026
Q1 		$699K Buy
27,834
+64
+0.2% +$1.68K 0.02% 392
2025
Q4 		$728K Buy
27,770
+71
+0.3% +$1.85K 0.02% 363
2025
Q3 		$712K Buy
27,699
+26
+0.1% +$644 0.02% 367
2025
Q2 		$659K Buy
27,673
+1,647
+6% +$36.3K 0.02% 345
2025
Q1 		$560K Buy
26,026
+6,876
+36% +$156K 0.02% 352
2024
Q4 		$434K Sell
19,150
-1,928
-9% -$44K 0.02% 353
2024
Q3 		$467K Sell
21,078
-3,027
-13% -$64.6K 0.02% 335
2024
Q2 		$505K Buy
24,105
+1,503
+7% +$30.5K 0.02% 325
2024
Q1 		$460K Buy
22,602
+4,935
+28% +$95.5K 0.02% 323
2023
Q4 		$328K Buy
17,667
+5,766
+48% +$99.6K 0.02% 361
2023
Q3 		$198K Buy
11,901
+39
+0.3% +$675 0.01% 393
2023
Q2 		$204K Buy
11,862
+42
+0.4% +$685 0.01% 374
2023
Q1 		$189K Sell
11,820
-105
-0.9% -$1.64K 0.01% 387
2022
Q4 		$178K Buy
11,925
+48
+0.4% +$721 0.01% 408
2022
Q3 		$166K Buy
11,877
+48
+0.4% +$747 0.01% 379
2022
Q2 		$174K Buy
11,829
+42
+0.4% +$674 0.01% 358
2022
Q1 		$210K Sell
11,787
-1,047
-8% -$18.4K 0.01% 338
2021
Q4 		$242K Buy
12,834
+42
+0.3% +$773 0.01% 323
2021
Q3 		$221K Sell
12,792
-684
-5% -$12.2K 0.01% 330
2021
Q2 		$234K Buy
13,476
+36
+0.3% +$609 0.02% 321
2021
Q1 		$217K Buy
13,440
+36
+0.3% +$568 0.02% 327
2020
Q4 		$203K Buy
13,404
+54
+0.4% +$769 0.02% 243
2020
Q3 		$177K Buy
13,350
+126
+1% +$1.66K 0.02% 253
2020
Q2 		$162K Buy
13,224
+72
+0.5% +$830 0.02% 233
2020
Q1 		$133K Sell
13,152
-3,048
-19% -$36.9K 0.02% 231
2019
Q4 		$208K Buy
16,200
+1,176
+8% +$14.4K 0.02% 234
2019
Q3 		$177K Buy
15,024
+1,002
+7% +$11.8K 0.02% 233
2019
Q2 		$165K Buy
14,022
+2,736
+24% +$31.6K 0.02% 233
2019
Q1 		$128K Buy
+11,286
New +$123K 0.01% 244
2018
Q2 		– Sell
-168
Closed -$2K – 593
2018
Q1 		$2K Buy
+168
New +$1.85K ﹤0.01% 532

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

Capital Analysts LLC's SCHB Position: Q2 2026 in Review

Capital Analysts LLC increased its Schwab US Broad Market ETF (SCHB) stake by 75% in Q2 2026, buying an estimated $584K and bringing the position to 48,692 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #314.

Capital Analysts LLC first reported a position in SCHB in Q1 2018 and has held it in 31 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Analysts LLC held 48,692 shares of Schwab US Broad Market ETF worth $1.41M as of Q2 2026.
  • Capital Analysts LLC bought 20,858 Schwab US Broad Market ETF shares in Q2 2026, an estimated $584K.
  • Schwab US Broad Market ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #314 holding.
  • Capital Analysts LLC first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.