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

Crewe 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 		$842K Buy
29,076
+43
+0.1% +$1.2K 0.06% 100
2026
Q1 		$729K Sell
29,033
-934
-3% -$24.5K 0.06% 98
2025
Q4 		$786K Sell
29,967
-4,776
-14% -$124K 0.07% 94
2025
Q3 		$893K Buy
34,743
+144
+0.4% +$3.56K 0.09% 85
2025
Q2 		$825K Buy
34,599
+8,721
+34% +$192K 0.12% 67
2025
Q1 		$557K Buy
25,878
+725
+3% +$16.5K 0.08% 73
2024
Q4 		$571K Buy
25,153
+67
+0.3% +$1.53K 0.08% 72
2024
Q3 		$556K Buy
25,086
+819
+3% +$17.5K 0.06% 77
2024
Q2 		$509K Hold
24,267
– – 0.06% 107
2024
Q1 		$494K Buy
24,267
+1,299
+6% +$25.1K 0.06% 100
2023
Q4 		$426K Buy
22,968
+84
+0.4% +$1.45K 0.07% 54
2023
Q3 		$380K Buy
22,884
+66
+0.3% +$1.14K 0.07% 52
2023
Q2 		$393K Buy
22,818
+1,143
+5% +$18.6K 0.06% 91
2023
Q1 		$346K Buy
21,675
+63
+0.3% +$985 0.05% 110
2022
Q4 		$323K Sell
21,612
-2,790
-11% -$41.9K 0.05% 109
2022
Q3 		$342K Buy
24,402
+69
+0.3% +$1.07K 0.06% 93
2022
Q2 		$358K Buy
24,333
+63
+0.3% +$1.01K 0.08% 78
2022
Q1 		$432K Buy
24,270
+36
+0.1% +$632 0.08% 60
2021
Q4 		$456K Buy
24,234
+2,274
+10% +$41.8K 0.09% 51
2021
Q3 		$380K Buy
21,960
+42
+0.2% +$747 0.09% 42
2021
Q2 		$381K Buy
+21,918
New +$371K 0.09% 40

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

Crewe Advisors's SCHB Position: Q2 2026 in Review

Crewe Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.15% in Q2 2026, buying an estimated $1.2K and bringing the position to 29,076 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #100.

Crewe Advisors first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. The position peaked at $893K in Q3 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Crewe Advisors held 29,076 shares of Schwab US Broad Market ETF worth $842K as of Q2 2026.
  • Crewe Advisors bought 43 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.2K.
  • Schwab US Broad Market ETF made up 0.06% of Crewe Advisors's portfolio in Q2 2026, its #100 holding.
  • Crewe Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
  • Crewe Advisors's Schwab US Broad Market ETF position peaked at $893K in Q3 2025.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.