KCA
SCHB icon

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

Kastel Capital 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 		$2.56M Sell
102,003
-7,217
-7% -$202K 1.62% 19
2026
Q1 		$2.86M Hold
109,220
– – 1.76% 19
2025
Q4 		$2.86M Buy
+109,220
New +$2.84M 1.76% 19

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 $103B AUM 28.65% 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

Kastel Capital Advisors's SCHB Position: Q2 2026 in Review

Kastel Capital Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q2 2026, selling an estimated $202K and leaving 102,003 shares worth $2.56M. The position accounts for 1.62% of the portfolio, ranked #19.

Kastel Capital Advisors first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kastel Capital Advisors held 102,003 shares of Schwab US Broad Market ETF worth $2.56M as of Q2 2026.
  • Kastel Capital Advisors sold 7,217 Schwab US Broad Market ETF shares in Q2 2026, an estimated $202K.
  • Schwab US Broad Market ETF made up 1.62% of Kastel Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Kastel Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Kastel Capital Advisors's Schwab US Broad Market ETF position peaked at $2.86M in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.