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

HC 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 		$295K Hold
10,188
– – 0.18% 48
2026
Q1 		$256K Hold
10,188
– – 0.17% 51
2025
Q4 		$267K Hold
10,188
– – 0.18% 47
2025
Q3 		$262K Hold
10,188
– – 0.18% 48
2025
Q2 		$243K Hold
10,188
– – 0.17% 52
2025
Q1 		$219K Hold
10,188
– – 0.16% 54
2024
Q4 		$231K Hold
10,188
– – 0.19% 47
2024
Q3 		$226K Hold
10,188
– – 0.19% 47
2024
Q2 		$214K Hold
10,188
– – 0.2% 45
2024
Q1 		$207K Buy
+10,188
New +$197K 0.1% 88

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

HC Advisors's SCHB Position: Q2 2026 in Review

HC Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,188 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #48.

HC Advisors first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • HC Advisors held 10,188 shares of Schwab US Broad Market ETF worth $295K as of Q2 2026.
  • HC Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.18% of HC Advisors's portfolio in Q2 2026, its #48 holding.
  • HC Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.