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Caprock Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Caprock Group’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 		$52.5M Buy
2,090,846
+7,626
+0.4% +$200K 1.27% 12
2025
Q4 		$54.6M Sell
2,083,220
-121,564
-6% -$3.16M 1.15% 15
2025
Q3 		$55M Buy
+2,204,784
New +$54.6M 1.35% 9
2025
Q1 		$47.5M Sell
2,207,208
-33,428
-1% -$760K 1.45% 10
2024
Q4 		$50.9M Buy
2,240,636
+7,037
+0.3% +$161K 1.66% 8
2024
Q3 		$49.5M Sell
2,233,599
-107,160
-5% -$2.29M 1.8% 9
2024
Q2 		$49.2M Sell
2,340,759
-5,202
-0.2% -$105K 2% 8
2024
Q1 		$47.7M Sell
2,345,961
-25,833
-1% -$500K 2.74% 6
2023
Q4 		$44M Buy
2,371,794
+12,198
+0.5% +$211K 2.81% 6
2023
Q3 		$39.2M Buy
2,359,596
+6,792
+0.3% +$118K 2.97% 5
2023
Q2 		$40.5M Sell
2,352,804
-47,070
-2% -$767K 2.98% 5
2023
Q1 		$38.3M Buy
2,399,874
+50,007
+2% +$782K 2.97% 5
2022
Q4 		$35.1M Buy
2,349,867
+687,876
+41% +$10.3M 3.27% 3
2022
Q3 		$23.3M Buy
1,661,991
+295,581
+22% +$4.6M 2.24% 8
2022
Q2 		$20.1M Buy
1,366,410
+99,294
+8% +$1.59M 1.97% 12
2022
Q1 		$22.6M Sell
1,267,116
-76,908
-6% -$1.35M 2.12% 12
2021
Q4 		$25.3M Buy
1,344,024
+15,402
+1% +$283K 2.09% 11
2021
Q3 		$23M Buy
1,328,622
+66,756
+5% +$1.19M 2.06% 12
2021
Q2 		$21.9M Buy
1,261,866
+5,778
+0.5% +$97.8K 2% 12
2021
Q1 		$20.2M Buy
1,256,088
+22,170
+2% +$350K 2.21% 11
2020
Q4 		$18.7M Buy
1,233,918
+11,964
+1% +$170K 2.13% 11
2020
Q3 		$16.2M Buy
1,221,954
+18,906
+2% +$249K 2.22% 11
2020
Q2 		$14.7M Sell
1,203,048
-14,754
-1% -$170K 2.21% 10
2020
Q1 		$12.3M Buy
1,217,802
+1,194,504
+5,127% +$14.5M 2.32% 9
2019
Q4 		$299K Sell
23,298
-3,696
-14% -$45.4K 0.05% 250
2019
Q3 		$319K Buy
26,994
+72
+0.3% +$851 0.06% 228
2019
Q2 		$318K Hold
26,922
– – 0.06% 229
2019
Q1 		$305K Buy
26,922
+84
+0.3% +$917 0.06% 259
2018
Q4 		$268K Buy
+26,838
New +$290K 0.06% 261

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 $666B 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 $1.91B AUM 16.23% 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 $1.29B AUM 17.41% 1-Year Est. Return

Caprock Group's SCHB Position: Q1 2026 in Review

Caprock Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.37% in Q1 2026, buying an estimated $200K and bringing the position to 2,090,846 shares worth $52.5M. The position accounts for 1.27% of the portfolio, ranked #12.

Caprock Group first reported a position in SCHB in Q4 2018 and has held it in 29 quarters since. The position peaked at $55M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Caprock Group held 2,090,846 shares of Schwab US Broad Market ETF worth $52.5M as of Q1 2026.
  • Caprock Group bought 7,626 Schwab US Broad Market ETF shares in Q1 2026, an estimated $200K.
  • Schwab US Broad Market ETF made up 1.27% of Caprock Group's portfolio in Q1 2026, its #12 holding.
  • Caprock Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Caprock Group's Schwab US Broad Market ETF position peaked at $55M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.