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

Clear Point 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 		$4.5M Sell
179,107
-180
-0.1% -$4.72K 3.48% 7
2025
Q4 		$4.7M Sell
179,287
-3,442
-2% -$89.6K 3.65% 5
2025
Q3 		$4.7M Sell
182,729
-2,119
-1% -$52.5K 3.65% 4
2025
Q2 		$4.4M Sell
184,848
-2,894
-2% -$63.7K 3.71% 4
2025
Q1 		$4.04M Sell
187,742
-297
-0.2% -$6.76K 3.63% 5
2024
Q4 		$4.27M Sell
188,039
-661
-0.4% -$15.1K 3.65% 4
2024
Q3 		$4.18M Sell
188,700
-2,745
-1% -$58.6K 3.23% 4
2024
Q2 		$4.01M Sell
191,445
-9,723
-5% -$197K 3.3% 4
2024
Q1 		$4.08M Sell
201,168
-1,299
-0.6% -$25.1K 3.35% 4
2023
Q4 		$3.76M Buy
+202,467
New +$3.5M 3.32% 5

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

Clear Point Advisors's SCHB Position: Q1 2026 in Review

Clear Point Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.1% in Q1 2026, selling an estimated $4.72K and leaving 179,107 shares worth $4.5M. The position accounts for 3.48% of the portfolio, ranked #7.

Clear Point Advisors first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.7M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Clear Point Advisors held 179,107 shares of Schwab US Broad Market ETF worth $4.5M as of Q1 2026.
  • Clear Point Advisors sold 180 Schwab US Broad Market ETF shares in Q1 2026, an estimated $4.72K.
  • Schwab US Broad Market ETF made up 3.48% of Clear Point Advisors's portfolio in Q1 2026, its #7 holding.
  • Clear Point Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Clear Point Advisors's Schwab US Broad Market ETF position peaked at $4.7M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.