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J.W. Cole Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

J.W. Cole 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 		$1.97M Buy
+67,989
New +$1.9M 0.03% 505
2026
Q1 		– Sell
-69,146
Closed -$1.64M – 1350
2025
Q4 		$1.64M Sell
69,146
-2,444
-3% -$63.6K 0.04% 460
2025
Q3 		$1.84M Buy
71,590
+2,009
+3% +$49.7K 0.04% 491
2025
Q2 		$1.66M Buy
69,581
+11,600
+20% +$256K 0.04% 488
2025
Q1 		$1.25M Buy
57,981
+32,975
+132% +$750K 0.04% 466
2024
Q4 		$568K Buy
25,006
+847
+4% +$19.3K 0.02% 570
2024
Q3 		$536K Buy
24,159
+2,556
+12% +$54.6K 0.02% 572
2024
Q2 		$453K Sell
21,603
-1,368
-6% -$27.7K 0.02% 546
2024
Q1 		$467K Hold
22,971
– – 0.02% 546
2023
Q4 		$426K Buy
22,971
+10,908
+90% +$188K 0.03% 534
2023
Q3 		$200K Buy
+12,063
New +$209K 0.01% 683
2020
Q4 		– Sell
-22,998
Closed -$305K – 844
2020
Q3 		$305K Buy
+22,998
New +$302K 0.02% 539

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

J.W. Cole Advisors's SCHB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 67,989 shares worth $1.97M. The stake represents 0.03% of the portfolio and ranks #505 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHB in Q3 2020 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • J.W. Cole Advisors held 67,989 shares of Schwab US Broad Market ETF worth $1.97M as of Q2 2026.
  • Schwab US Broad Market ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #505 holding.
  • J.W. Cole Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.