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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
Q2 		$437K Buy
15,083
+512
+4% +$14.3K 0.01% 552
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 $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 Investment Advisors's SCHB Position: Q2 2026 in Review

Capital Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 3.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 15,083 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #552.

Capital Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 13 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Investment Advisors held 15,083 shares of Schwab US Broad Market ETF worth $437K as of Q2 2026.
  • Capital Investment Advisors bought 512 Schwab US Broad Market ETF shares in Q2 2026, an estimated $14.3K.
  • Schwab US Broad Market ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #552 holding.
  • Capital Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.