CA
SCHB icon

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

Claris 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
Q1 		$298K Buy
11,885
+33
+0.3% +$866 0.09% 55
2025
Q4 		$311K Buy
11,852
+72
+0.6% +$1.87K 0.09% 55
2025
Q3 		$281K Hold
11,780
– – 0.1% 62
2025
Q2 		$281K Buy
11,780
+34
+0.3% +$749 0.1% 62
2025
Q1 		$253K Buy
11,746
+36
+0.3% +$819 0.09% 65
2024
Q4 		$266K Buy
11,710
+40
+0.3% +$914 0.1% 60
2024
Q3 		$259K Buy
11,670
+75
+0.6% +$1.6K 0.11% 51
2024
Q2 		$243K Hold
11,595
– – 0.13% 47
2024
Q1 		$236K Buy
11,595
+36
+0.3% +$697 0.12% 50
2023
Q4 		$215K Buy
+11,559
New +$200K 0.12% 51

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

Claris Advisors's SCHB Position: Q1 2026 in Review

Claris Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q1 2026, buying an estimated $866 and bringing the position to 11,885 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #55.

Claris Advisors first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $311K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Claris Advisors held 11,885 shares of Schwab US Broad Market ETF worth $298K as of Q1 2026.
  • Claris Advisors bought 33 Schwab US Broad Market ETF shares in Q1 2026, an estimated $866.
  • Schwab US Broad Market ETF made up 0.09% of Claris Advisors's portfolio in Q1 2026, its #55 holding.
  • Claris Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Claris Advisors's Schwab US Broad Market ETF position peaked at $311K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.