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Certified Advisory Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Certified Advisory Corp’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 		$218K Sell
7,511
-1,048
-12% -$29.3K 0.02% 308
2026
Q1 		$215K Sell
8,559
-1,943
-19% -$51K 0.02% 299
2025
Q4 		$275K Buy
10,502
+7
+0.1% +$182 0.03% 275
2025
Q3 		$270K Buy
10,495
+8
+0.1% +$198 0.03% 274
2025
Q2 		$250K Buy
10,487
+7
+0.1% +$154 0.03% 278
2025
Q1 		$226K Buy
10,480
+8
+0.1% +$182 0.03% 276
2024
Q4 		$238K Buy
10,472
+8
+0.1% +$183 0.03% 268
2024
Q3 		$232K Buy
10,464
+15
+0.1% +$320 0.03% 269
2024
Q2 		$219K Hold
10,449
– – 0.03% 271
2024
Q1 		$213K Buy
+10,449
New +$202K 0.03% 254
2023
Q1 		– Sell
-19,203
Closed -$287K – 283
2022
Q4 		$287K Buy
19,203
+1,872
+11% +$28.1K 0.06% 192
2022
Q3 		$243K Buy
+17,331
New +$270K 0.06% 192
2021
Q2 		– Sell
-3,966
Closed -$64K – 628
2021
Q1 		$64K Buy
+3,966
New +$62.5K 0.02% 318
2020
Q2 		$43K Hold
3,516
– – 0.01% 325
2020
Q1 		$35K Sell
3,516
-1,080
-23% -$13.1K 0.01% 335
2019
Q4 		$59K Buy
4,596
+18
+0.4% +$221 0.02% 297
2019
Q3 		$54K Buy
4,578
+18
+0.4% +$213 0.02% 308
2019
Q2 		$54K Hold
4,560
– – 0.02% 306
2019
Q1 		$52K Sell
4,560
-2,580
-36% -$28.2K 0.02% 292
2018
Q4 		$71K Buy
7,140
+12
+0.2% +$130 0.04% 233
2018
Q3 		$84K Buy
7,128
+12
+0.2% +$138 0.04% 225
2018
Q2 		$78K Buy
7,116
+3,834
+117% +$41.9K 0.04% 225
2018
Q1 		$34K Hold
3,282
– – 0.02% 327
2017
Q4 		$35K Buy
+3,282
New +$34.4K 0.03% 280

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

Certified Advisory Corp's SCHB Position: Q2 2026 in Review

Certified Advisory Corp reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, selling an estimated $29.3K and leaving 7,511 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #308.

Certified Advisory Corp first reported a position in SCHB in Q4 2017 and has held it in 24 quarters since. The position peaked at $287K in Q4 2022. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Certified Advisory Corp held 7,511 shares of Schwab US Broad Market ETF worth $218K as of Q2 2026.
  • Certified Advisory Corp sold 1,048 Schwab US Broad Market ETF shares in Q2 2026, an estimated $29.3K.
  • Schwab US Broad Market ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #308 holding.
  • Certified Advisory Corp first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 24 quarters since.
  • Certified Advisory Corp's Schwab US Broad Market ETF position peaked at $287K in Q4 2022.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.