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Evolution Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Evolution Advisers’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 		$16K Hold
657
– – 0.01% 121
2025
Q4 		$17K Hold
657
– – 0.01% 123
2025
Q3 		$16K Hold
657
– – 0.01% 122
2025
Q2 		$15K Hold
657
– – 0.01% 119
2025
Q1 		$14K Sell
657
-4,171
-86% -$94.9K 0.01% 120
2024
Q4 		$109K Buy
4,828
+274
+6% +$6.26K 0.06% 56
2024
Q3 		$100K Buy
4,554
+567
+14% +$12.1K 0.05% 61
2024
Q2 		$83K Buy
3,987
+585
+17% +$11.9K 0.05% 68
2024
Q1 		$70K Buy
3,402
+1,134
+50% +$21.9K 0.04% 73
2023
Q4 		$42K Buy
2,268
+573
+34% +$9.9K 0.03% 94
2023
Q3 		$28K Buy
1,695
+354
+26% +$6.13K 0.02% 84
2023
Q2 		$23K Buy
1,341
+291
+28% +$4.74K 0.02% 93
2023
Q1 		$16K Buy
1,050
+390
+59% +$6.1K 0.01% 97
2022
Q4 		$9K Buy
660
+408
+162% +$6.13K 0.01% 121
2022
Q3 		$3K Buy
+252
New +$3.92K ﹤0.01% 123

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Evolution Advisers's SCHB Position: Q1 2026 in Review

Evolution Advisers held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 657 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #121.

Evolution Advisers first reported a position in SCHB in Q3 2022 and has held it in 15 quarters since. The position peaked at $109K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Evolution Advisers held 657 shares of Schwab US Broad Market ETF worth $16K as of Q1 2026.
  • Evolution Advisers left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.01% of Evolution Advisers's portfolio in Q1 2026, its #121 holding.
  • Evolution Advisers first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Evolution Advisers's Schwab US Broad Market ETF position peaked at $109K in Q4 2024.
  • 1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.