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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
Q2 		$5.17M Sell
178,396
-711
-0.4% -$19.9K 4.58% 4
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 $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

Clear Point Advisors's SCHB Position: Q2 2026 in Review

Clear Point Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.4% in Q2 2026, selling an estimated $19.9K and leaving 178,396 shares worth $5.17M. The position accounts for 4.58% of the portfolio, ranked #4.

Clear Point Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Clear Point Advisors held 178,396 shares of Schwab US Broad Market ETF worth $5.17M as of Q2 2026.
  • Clear Point Advisors sold 711 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19.9K.
  • Schwab US Broad Market ETF made up 4.58% of Clear Point Advisors's portfolio in Q2 2026, its #4 holding.
  • Clear Point Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.