Fairview Capital Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Fairview Capital Investment Management’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	$376K	Hold	14,984	–	–	0.02%	148
2025 Q4	$393K	Hold	14,984	–	–	0.02%	129
2025 Q3	$385K	Sell	14,984 -25	-0.2%	-$619	0.02%	132
2025 Q2	$358K	Hold	15,009	–	–	0.02%	124
2025 Q1	$323K	Sell	15,009 -1,130	-7%	-$25.7K	0.02%	135
2024 Q4	$366K	Buy	16,139 +830	+5%	+$19K	0.02%	129
2024 Q3	$339K	Hold	15,309	–	–	0.02%	128
2024 Q2	$321K	Sell	15,309 -30	-0.2%	-$608	0.02%	121
2024 Q1	$312K	Hold	15,339	–	–	0.02%	131
2023 Q4	$285K	Sell	15,339 -525	-3%	-$9.07K	0.02%	130
2023 Q3	$264K	Hold	15,864	–	–	0.02%	132
2023 Q2	$273K	Sell	15,864 -750	-5%	-$12.2K	0.02%	125
2023 Q1	$265K	Buy	16,614 +1,500	+10%	+$23.5K	0.02%	125
2022 Q4	$226K	Buy	+15,114	New	+$227K	0.02%	129
2022 Q3	–	Sell	-21,555	Closed	-$317K	–	136
2022 Q2	$317K	Sell	21,555 -1,509	-7%	-$24.2K	0.02%	116
2022 Q1	$410K	Sell	23,064 -912	-4%	-$16K	0.03%	101
2021 Q4	$451K	Buy	23,976 +2,184	+10%	+$40.2K	0.03%	100
2021 Q3	$377K	Buy	21,792 +6	+0%	+$107	0.03%	101
2021 Q2	$378K	Buy	21,786 +816	+4%	+$13.8K	0.03%	99
2021 Q1	$338K	Sell	20,970 -180	-0.9%	-$2.84K	0.01%	137
2020 Q4	$320K	Hold	21,150	–	–	0.01%	124
2020 Q3	$280K	Sell	21,150 -150	-0.7%	-$1.97K	0.01%	117
2020 Q2	$260K	Sell	21,300 -18,720	-47%	-$216K	0.01%	115
2020 Q1	$403K	Buy	40,020 +2,550	+7%	+$30.9K	0.02%	108
2019 Q4	$480K	Buy	37,470 +1,860	+5%	+$22.8K	0.02%	108
2019 Q3	$421K	Buy	35,610 +300	+0.8%	+$3.54K	0.02%	115
2019 Q2	$415K	Buy	35,310 +300	+0.9%	+$3.46K	0.02%	117
2019 Q1	$397K	Buy	35,010 +2,700	+8%	+$29.5K	0.02%	115
2018 Q4	$322K	Buy	32,310 +6,090	+23%	+$65.8K	0.02%	121
2018 Q3	$308K	Buy	26,220 +1,350	+5%	+$15.6K	0.02%	119
2018 Q2	$274K	Buy	+24,870	New	+$272K	0.02%	115
2016 Q1	–	Sell	-32,400	Closed	-$265K	–	82
2015 Q4	$265K	Buy	+32,400	New	+$267K	0.02%	66

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

Fairview Capital Investment Management's SCHB Position: Q1 2026 in Review

Fairview Capital Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 14,984 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #148.

Fairview Capital Investment Management first reported a position in SCHB in Q4 2015 and has held it in 32 quarters since. The position peaked at $480K in Q4 2019. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Fairview Capital Investment Management held 14,984 shares of Schwab US Broad Market ETF worth $376K as of Q1 2026.
Fairview Capital Investment Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
Schwab US Broad Market ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q1 2026, its #148 holding.
Fairview Capital Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 32 quarters since.
Fairview Capital Investment Management's Schwab US Broad Market ETF position peaked at $480K in Q4 2019.
1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.