Capital Insight Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Insight Partners’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	–	Sell	-13,218	Closed	-$347K	–	89
2025 Q4	$347K	Hold	13,218	–	–	0.07%	113
2025 Q3	$340K	Hold	13,218	–	–	0.06%	141
2025 Q2	$315K	Hold	13,218	–	–	0.05%	142
2025 Q1	$285K	Hold	13,218	–	–	0.05%	144
2024 Q4	$300K	Hold	13,218	–	–	0.05%	145
2024 Q3	$293K	Hold	13,218	–	–	0.05%	141
2024 Q2	$277K	Hold	13,218	–	–	0.05%	142
2024 Q1	$269K	Hold	13,218	–	–	0.05%	151
2023 Q4	$245K	Sell	13,218 -600	-4%	-$10.4K	0.05%	154
2023 Q3	$230K	Hold	13,818	–	–	0.05%	153
2023 Q2	$238K	Hold	13,818	–	–	0.05%	157
2023 Q1	$220K	Hold	13,818	–	–	0.05%	158
2022 Q4	$206K	Buy	+13,818	New	+$208K	0.05%	155
2022 Q3	–	Sell	-13,818	Closed	-$204K	–	151
2022 Q2	$204K	Hold	13,818	–	–	0.05%	152
2022 Q1	$246K	Hold	13,818	–	–	0.05%	155
2021 Q4	$260K	Hold	13,818	–	–	0.05%	137
2021 Q3	$239K	Hold	13,818	–	–	0.05%	142
2021 Q2	$240K	Hold	13,818	–	–	0.05%	141
2021 Q1	$223K	Hold	13,818	–	–	0.05%	141
2020 Q4	$210K	Buy	+13,818	New	+$197K	0.05%	140

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 Insight Partners's SCHB Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 13,218 shares — an estimated $347K sold.

Capital Insight Partners first reported a position in SCHB in Q4 2020 and held it in 20 quarters. The position peaked at $347K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Capital Insight Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 13,218 Schwab US Broad Market ETF shares in Q1 2026, an estimated $347K.
Capital Insight Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 20 quarters.
Capital Insight Partners's Schwab US Broad Market ETF position peaked at $347K in Q4 2025.
1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.