CA
SCHB icon

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

Clearstead 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 		$739K Sell
25,506
-554
-2% -$15.5K 0.01% 633
2026
Q1 		$654K Buy
26,060
+3,739
+17% +$98.1K 0.01% 649
2025
Q4 		$585K Buy
22,321
+1,336
+6% +$34.8K 0.01% 607
2025
Q3 		$540K Buy
20,985
+7,913
+61% +$196K 0.01% 611
2025
Q2 		$312K Sell
13,072
-1,760
-12% -$38.8K ﹤0.01% 748
2025
Q1 		$319K Buy
14,832
+1,940
+15% +$44.1K 0.01% 691
2024
Q4 		$293K Buy
12,892
+1,933
+18% +$44.2K ﹤0.01% 735
2024
Q3 		$243K Sell
10,959
-2,361
-18% -$50.4K ﹤0.01% 783
2024
Q2 		$279K Buy
13,320
+72
+0.5% +$1.46K ﹤0.01% 711
2024
Q1 		$268K Buy
13,248
+357
+3% +$6.91K 0.01% 418
2023
Q4 		$239K Sell
12,891
-5,781
-31% -$99.8K 0.01% 432
2023
Q3 		$310K Buy
18,672
+10,614
+132% +$184K 0.01% 477
2023
Q2 		$139K Buy
8,058
+4,221
+110% +$68.8K 0.01% 500
2023
Q1 		$61.2K Buy
3,837
+9
+0.2% +$141 ﹤0.01% 621
2022
Q4 		$57.2K Sell
3,828
-336
-8% -$5.05K ﹤0.01% 605
2022
Q3 		$58K Buy
4,164
+951
+30% +$14.8K 0.01% 586
2022
Q2 		$47K Buy
3,213
+192
+6% +$3.08K ﹤0.01% 632
2022
Q1 		$54K Buy
3,021
+1,077
+55% +$18.9K ﹤0.01% 663
2021
Q4 		$37K Buy
1,944
+1,662
+589% +$30.6K ﹤0.01% 710
2021
Q3 		$5K Buy
+282
New +$5.01K ﹤0.01% 1036
2020
Q2 		– Sell
-4,668
Closed -$47K – 831
2020
Q1 		$47K Buy
+4,668
New +$56.5K 0.01% 417

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

Clearstead Advisors's SCHB Position: Q2 2026 in Review

Clearstead Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $15.5K and leaving 25,506 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #633.

Clearstead Advisors first reported a position in SCHB in Q1 2020 and has held it in 21 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Clearstead Advisors held 25,506 shares of Schwab US Broad Market ETF worth $739K as of Q2 2026.
  • Clearstead Advisors sold 554 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Broad Market ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #633 holding.
  • Clearstead Advisors first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 21 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.