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

Capital Investment Advisors’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 		$366K Buy
14,571
+302
+2% +$7.92K 0.01% 562
2025
Q4 		$374K Buy
14,269
+663
+5% +$17.3K 0.01% 539
2025
Q3 		$350K Buy
13,606
+11
+0.1% +$272 0.01% 548
2025
Q2 		$324K Sell
13,595
-3,605
-21% -$79.4K 0.01% 545
2025
Q1 		$370K Buy
17,200
+3,120
+22% +$71K 0.01% 492
2024
Q4 		$320K Buy
14,080
+118
+0.8% +$2.69K 0.01% 504
2024
Q3 		$310K Sell
13,962
-4,002
-22% -$85.4K 0.01% 501
2024
Q2 		$376K Buy
17,964
+6,369
+55% +$129K 0.01% 456
2024
Q1 		$236K Sell
11,595
-3,069
-21% -$59.4K 0.01% 545
2023
Q4 		$272K Buy
14,664
+576
+4% +$9.95K 0.01% 493
2023
Q3 		$234K Buy
+14,088
New +$244K 0.01% 514
2023
Q1 		– Sell
-20,517
Closed -$306K – 595
2022
Q4 		$306K Buy
+20,517
New +$308K 0.01% 441

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