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

Elevated Capital 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 Q3	$122K	Hold	4,170	–	–	0.04%	187
2026 Q2	$121K	Hold	4,170	–	–	0.03%	273
2026 Q1	$105K	Hold	4,170	–	–	0.03%	280
2025 Q4	$109K	Buy	+4,170	New	+$109K	0.03%	291
2019 Q4	$216K	Buy	+16,848	New	+$207K	0.24%	110
2019 Q1	$443K	Buy	+40,908	New	+$447K	0.29%	106

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Elevated Capital Advisors's SCHB Position: Q3 2026 in Review

Elevated Capital Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 4,170 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #187.

Elevated Capital Advisors first reported a position in SCHB in Q1 2019 and has held it in 6 quarters since. The position peaked at $443K in Q1 2019. 1,134 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Elevated Capital Advisors held 4,170 shares of Schwab US Broad Market ETF worth $122K as of Q3 2026.
Elevated Capital Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.04% of Elevated Capital Advisors's portfolio in Q3 2026, its #187 holding.
Elevated Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 6 quarters since.
Elevated Capital Advisors's Schwab US Broad Market ETF position peaked at $443K in Q1 2019.
1,134 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.