Elevate Wealth Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Elevate Wealth Advisory’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	$67.8K	Hold	2,703	–	–	0.04%	94
2025 Q4	$70.9K	Hold	2,703	–	–	0.05%	88
2025 Q3	$69.5K	Hold	2,703	–	–	0.05%	87
2025 Q2	$64.4K	Hold	2,703	–	–	0.05%	95
2025 Q1	$58.2K	Sell	2,703 -777	-22%	-$17.7K	0.04%	96
2024 Q4	$79K	Sell	3,480 -741	-18%	-$16.9K	0.06%	80
2024 Q3	$93.6K	Hold	4,221	–	–	0.07%	79
2024 Q2	$88.7K	Hold	4,221	–	–	0.07%	72
2024 Q1	$85.9K	Hold	4,221	–	–	0.07%	70
2023 Q4	$78.3K	Buy	+4,221	New	+$72.9K	0.07%	73

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Elevate Wealth Advisory's SCHB Position: Q1 2026 in Review

Elevate Wealth Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 2,703 shares worth $67.8K. The position accounts for 0.04% of the portfolio, ranked #94.

Elevate Wealth Advisory first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $93.6K in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Elevate Wealth Advisory held 2,703 shares of Schwab US Broad Market ETF worth $67.8K as of Q1 2026.
Elevate Wealth Advisory left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
Schwab US Broad Market ETF made up 0.04% of Elevate Wealth Advisory's portfolio in Q1 2026, its #94 holding.
Elevate Wealth Advisory first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Schwab US Broad Market ETF position peaked at $93.6K in Q3 2024.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.