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

Capital Performance 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 		$1.88M Buy
64,757
+3,306
+5% +$92.6K 0.12% 82
2026
Q1 		$1.54M Sell
61,451
-5,780
-9% -$152K 0.1% 88
2025
Q4 		$1.76M Buy
67,231
+3,306
+5% +$86.1K 0.13% 79
2025
Q3 		$1.64M Sell
63,925
-6
-0% -$149 0.27% 49
2025
Q2 		$1.52M Sell
63,931
-10
-0% -$220 0.3% 49
2025
Q1 		$1.38M Buy
63,941
+10,191
+19% +$232K 0.3% 49
2024
Q4 		$1.22M Sell
53,750
-1
-0% -$23 0.39% 31
2024
Q3 		$1.19M Sell
53,751
-600
-1% -$12.8K 0.36% 31
2024
Q2 		$1.14M Buy
54,351
+9,180
+20% +$186K 0.43% 31
2024
Q1 		$919K Sell
45,171
-8,580
-16% -$166K 0.35% 32
2023
Q4 		$997K Buy
53,751
+8,580
+19% +$148K 0.43% 27
2023
Q3 		$751K Hold
45,171
– – 0.38% 28
2023
Q2 		$778K Buy
+45,171
New +$736K 0.38% 27

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 Performance Advisors's SCHB Position: Q2 2026 in Review

Capital Performance Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 5.4% in Q2 2026, buying an estimated $92.6K and bringing the position to 64,757 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #82.

Capital Performance Advisors first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Performance Advisors held 64,757 shares of Schwab US Broad Market ETF worth $1.88M as of Q2 2026.
  • Capital Performance Advisors bought 3,306 Schwab US Broad Market ETF shares in Q2 2026, an estimated $92.6K.
  • Schwab US Broad Market ETF made up 0.12% of Capital Performance Advisors's portfolio in Q2 2026, its #82 holding.
  • Capital Performance Advisors first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.