Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Cetera Investment Advisers’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 		$10.9M Buy
376,746
+11,723
+3% +$328K 0.01% 1106
2026
Q1 		$9.16M Sell
365,023
-403,426
-52% -$10.6M 0.01% 1116
2025
Q4 		$20.2M Buy
768,449
+12,533
+2% +$326K 0.02% 664
2025
Q3 		$19.4M Buy
755,916
+120,704
+19% +$2.99M 0.02% 660
2025
Q2 		$15.1M Buy
635,212
+47,282
+8% +$1.04M 0.03% 631
2025
Q1 		$12.7M Buy
587,930
+27,325
+5% +$622K 0.02% 662
2024
Q4 		$12.7M Buy
560,605
+47,137
+9% +$1.08M 0.03% 611
2024
Q3 		$11.4M Buy
513,468
+39,819
+8% +$850K 0.02% 646
2024
Q2 		$9.93M Buy
473,649
+65,610
+16% +$1.33M 0.02% 670
2024
Q1 		$8.3M Buy
+408,039
New +$7.9M 0.02% 739
2021
Q2 		– Sell
-20,808
Closed -$335K – 1822
2021
Q1 		$335K Sell
20,808
-600
-3% -$9.46K 0.01% 1196
2020
Q4 		$325K Buy
+21,408
New +$305K 0.01% 1195

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

Cetera Investment Advisers's SCHB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, buying an estimated $328K and bringing the position to 376,746 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #1106.

Cetera Investment Advisers first reported a position in SCHB in Q4 2020 and has held it in 12 quarters since. The position peaked at $20.2M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cetera Investment Advisers held 376,746 shares of Schwab US Broad Market ETF worth $10.9M as of Q2 2026.
  • Cetera Investment Advisers bought 11,723 Schwab US Broad Market ETF shares in Q2 2026, an estimated $328K.
  • Schwab US Broad Market ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1106 holding.
  • Cetera Investment Advisers first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Schwab US Broad Market ETF position peaked at $20.2M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.