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Flagship Harbor Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-488
Closed -$12.8K – 1908
2025
Q4 		$12.8K Buy
+488
New +$12.7K ﹤0.01% 1445
2022
Q4 		– Sell
-15,147
Closed -$212K – 631
2022
Q3 		$212K Sell
15,147
-348
-2% -$5.41K 0.02% 534
2022
Q2 		$228K Buy
15,495
+522
+3% +$8.38K 0.03% 532
2022
Q1 		$266K Buy
14,973
+675
+5% +$11.8K 0.03% 515
2021
Q4 		$269K Buy
14,298
+1,446
+11% +$26.6K 0.03% 526
2021
Q3 		$223K Hold
12,852
– – 0.02% 573
2021
Q2 		$223K Buy
+12,852
New +$218K 0.02% 574
2020
Q4 		– Sell
-6,492
Closed -$86K – 1539
2020
Q3 		$86K Hold
6,492
– – 0.01% 702
2020
Q2 		$79K Buy
6,492
+612
+10% +$7.05K 0.01% 724
2020
Q1 		$59K Buy
5,880
+588
+11% +$7.12K 0.01% 708
2019
Q4 		$68K Buy
5,292
+3,420
+183% +$42K 0.01% 728
2019
Q3 		$22K Hold
1,872
– – ﹤0.01% 1061
2019
Q2 		$22K Hold
1,872
– – ﹤0.01% 1040
2019
Q1 		$21K Sell
1,872
-5,010
-73% -$54.7K ﹤0.01% 1056
2018
Q4 		$68K Hold
6,882
– – 0.02% 626
2018
Q3 		$81K Hold
6,882
– – 0.02% 654
2018
Q2 		$75K Buy
+6,882
New +$75.2K 0.02% 669

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

Flagship Harbor Advisors's SCHB Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 488 shares — an estimated $12.8K sold.

Flagship Harbor Advisors first reported a position in SCHB in Q2 2018 and held it in 17 quarters. The position peaked at $269K in Q4 2021. 1,319 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 488 Schwab US Broad Market ETF shares in Q1 2026, an estimated $12.8K.
  • Flagship Harbor Advisors first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 17 quarters.
  • Flagship Harbor Advisors's Schwab US Broad Market ETF position peaked at $269K in Q4 2021.
  • 1,319 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.