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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
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
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

Elevated Capital Advisors's SCHB Position: Q2 2026 in Review

Elevated Capital Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 4,170 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #273.

Elevated Capital Advisors first reported a position in SCHB in Q1 2019 and has held it in 5 quarters since. The position peaked at $443K in Q1 2019. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Elevated Capital Advisors held 4,170 shares of Schwab US Broad Market ETF worth $121K as of Q2 2026.
  • Elevated Capital Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #273 holding.
  • Elevated Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 5 quarters since.
  • Elevated Capital Advisors's Schwab US Broad Market ETF position peaked at $443K in Q1 2019.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.