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

Clarity Capital 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 		$547K Buy
18,897
+23
+0.1% +$644 0.23% 59
2026
Q1 		$474K Buy
18,874
+3,134
+20% +$82.2K 0.22% 62
2025
Q4 		$413K Buy
15,740
+8
+0.1% +$208 0.21% 68
2025
Q3 		$404K Buy
15,732
+1,712
+12% +$42.4K 0.22% 64
2025
Q2 		$334K Buy
14,020
+3,903
+39% +$86K 0.19% 72
2025
Q1 		$218K Hold
10,117
– – 0.14% 81
2024
Q4 		$230K Buy
10,117
+34
+0.3% +$777 0.15% 75
2024
Q3 		$224K Buy
10,083
+63
+0.6% +$1.34K 0.16% 77
2024
Q2 		$210K Hold
10,020
– – 0.16% 77
2024
Q1 		$204K Buy
+10,020
New +$194K 0.16% 76

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Clarity Capital Advisors's SCHB Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.12% in Q2 2026, buying an estimated $644 and bringing the position to 18,897 shares worth $547K. The position accounts for 0.23% of the portfolio, ranked #59.

Clarity Capital Advisors first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Clarity Capital Advisors held 18,897 shares of Schwab US Broad Market ETF worth $547K as of Q2 2026.
  • Clarity Capital Advisors bought 23 Schwab US Broad Market ETF shares in Q2 2026, an estimated $644.
  • Schwab US Broad Market ETF made up 0.23% of Clarity Capital Advisors's portfolio in Q2 2026, its #59 holding.
  • Clarity Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.