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Five Oceans Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Five Oceans 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 		$11.8M Sell
408,313
-1,639
-0.4% -$45.9K 3.8% 7
2026
Q1 		$10.3M Hold
409,952
– – 3.72% 8
2025
Q4 		$10.8M Sell
409,952
-354
-0.1% -$9.21K 3.8% 7
2025
Q3 		$10.5M Sell
410,306
-75
-0% -$1.86K 3.88% 8
2025
Q2 		$9.78M Sell
410,381
-400
-0.1% -$8.81K 4.17% 6
2025
Q1 		$8.84M Sell
410,781
-3,612
-0.9% -$82.2K 4.24% 6
2024
Q4 		$9.41M Sell
414,393
-3,279
-0.8% -$74.9K 4.31% 6
2024
Q3 		$9.26M Sell
417,672
-456
-0.1% -$9.74K 4.43% 5
2024
Q2 		$8.76M Sell
418,128
-18,558
-4% -$376K 4.59% 4
2024
Q1 		$8.89M Buy
436,686
+18
+0% +$348 4.57% 4
2023
Q4 		$8.1M Sell
436,668
-2,949
-0.7% -$50.9K 4.53% 5
2023
Q3 		$7.3M Sell
439,617
-69
-0% -$1.19K 4.69% 5
2023
Q2 		$7.58M Sell
439,686
-95,295
-18% -$1.55M 4.88% 4
2023
Q1 		$8.53M Sell
534,981
-41,670
-7% -$652K 5.52% 3
2022
Q4 		$8.61M Buy
576,651
+3,813
+0.7% +$57.3K 5.96% 3
2022
Q3 		$8.02M Sell
572,838
-171
-0% -$2.66K 6.34% 3
2022
Q2 		$8.44M Buy
573,009
+690
+0.1% +$11.1K 6.29% 2
2022
Q1 		$10.2M Sell
572,319
-3
-0% -$53 9.07% 1
2021
Q4 		$10.8M Sell
572,322
-126
-0% -$2.32K 9.52% 1
2021
Q3 		$9.91M Buy
+572,448
New +$10.2M 11.44% 1

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Five Oceans Advisors's SCHB Position: Q2 2026 in Review

Five Oceans Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.4% in Q2 2026, selling an estimated $45.9K and leaving 408,313 shares worth $11.8M. The position accounts for 3.8% of the portfolio, ranked #7.

Five Oceans Advisors first reported a position in SCHB in Q3 2021 and has held it in 20 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Five Oceans Advisors held 408,313 shares of Schwab US Broad Market ETF worth $11.8M as of Q2 2026.
  • Five Oceans Advisors sold 1,639 Schwab US Broad Market ETF shares in Q2 2026, an estimated $45.9K.
  • Schwab US Broad Market ETF made up 3.8% of Five Oceans Advisors's portfolio in Q2 2026, its #7 holding.
  • Five Oceans Advisors first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.