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FPC Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

FPC Investment Advisory’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 		$272K Hold
9,870
– – 0.14% 26
2025
Q4 		$259K Hold
9,870
– – 0.14% 27
2025
Q3 		$254K Hold
9,870
– – 0.15% 24
2025
Q2 		$242K Hold
9,870
– – 0.15% 24
2025
Q1 		$214K Hold
9,870
– – 0.15% 24
2024
Q4 		$231K Sell
9,870
-660
-6% -$15.1K 0.17% 23
2024
Q3 		$231K Hold
10,530
– – 0.2% 19
2024
Q2 		$227K Hold
10,530
– – 0.2% 19
2024
Q1 		$206K Buy
+10,530
New +$204K 0.2% 21

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

FPC Investment Advisory's SCHB Position: Q1 2026 in Review

FPC Investment Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 9,870 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #26.

FPC Investment Advisory first reported a position in SCHB in Q1 2024 and has held it in 9 quarters since. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • FPC Investment Advisory held 9,870 shares of Schwab US Broad Market ETF worth $272K as of Q1 2026.
  • FPC Investment Advisory left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.14% of FPC Investment Advisory's portfolio in Q1 2026, its #26 holding.
  • FPC Investment Advisory first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.