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Carolina Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Carolina Wealth 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 		$188K Sell
6,491
-306
-5% -$8.57K 0.07% 87
2026
Q1 		$171K Sell
6,797
-8,217
-55% -$216K 0.07% 96
2025
Q4 		$394K Buy
15,014
+14
+0.1% +$364 0.18% 60
2025
Q3 		$386K Buy
15,000
+1,697
+13% +$42K 0.17% 53
2025
Q2 		$317K Buy
13,303
+991
+8% +$21.8K 0.16% 54
2025
Q1 		$265K Sell
12,312
-982
-7% -$22.3K 0.14% 59
2024
Q4 		$302K Buy
13,294
+472
+4% +$10.8K 0.16% 48
2024
Q3 		$284K Sell
12,822
-933
-7% -$19.9K 0.14% 54
2024
Q2 		$288K Sell
13,755
-570
-4% -$11.5K 0.14% 54
2024
Q1 		$292K Sell
14,325
-1,851
-11% -$35.8K 0.16% 59
2023
Q4 		$300K Buy
16,176
+57
+0.4% +$984 0.16% 66
2023
Q3 		$268K Buy
16,119
+1,905
+13% +$33K 0.15% 73
2023
Q2 		$245K Buy
14,214
+354
+3% +$5.77K 0.15% 64
2023
Q1 		$221K Sell
13,860
-3,150
-19% -$49.3K 0.13% 76
2022
Q4 		$254K Buy
17,010
+18
+0.1% +$271 0.16% 68
2022
Q3 		$238K Buy
16,992
+27
+0.2% +$420 0.19% 61
2022
Q2 		$250K Buy
16,965
+4,791
+39% +$76.9K 0.17% 70
2022
Q1 		$217K Sell
12,174
-630
-5% -$11.1K 0.14% 80
2021
Q4 		$241K Buy
12,804
+2,010
+19% +$37K 0.14% 68
2021
Q3 		$187K Buy
10,794
+3,462
+47% +$61.6K 0.12% 65
2021
Q2 		$127K Buy
7,332
+1,200
+20% +$20.3K 0.09% 91
2021
Q1 		$99K Sell
6,132
-684
-10% -$10.8K 0.07% 94
2020
Q4 		$103K Buy
6,816
+1,854
+37% +$26.4K 0.08% 58
2020
Q3 		$66K Buy
4,962
+780
+19% +$10.3K 0.06% 59
2020
Q2 		$51K Sell
4,182
-624
-13% -$7.19K 0.05% 57
2020
Q1 		$48K Buy
4,806
+2,886
+150% +$34.9K 0.06% 56
2019
Q4 		$25K Buy
+1,920
New +$23.6K 0.02% 88

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

Carolina Wealth Advisors's SCHB Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 4.5% in Q2 2026, selling an estimated $8.57K and leaving 6,491 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #87.

Carolina Wealth Advisors first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $394K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Carolina Wealth Advisors held 6,491 shares of Schwab US Broad Market ETF worth $188K as of Q2 2026.
  • Carolina Wealth Advisors sold 306 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.57K.
  • Schwab US Broad Market ETF made up 0.07% of Carolina Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Carolina Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Schwab US Broad Market ETF position peaked at $394K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.