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Laurel Wealth Advisors (North Carolina)’s Schwab US Broad Market ETF SCHB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-3,431
Closed -$90K – 553
2025
Q4 		$90K Buy
+3,431
New +$89.3K 0.01% 263
2025
Q2 		– Sell
-3,286
Closed -$70.7K – 575
2025
Q1 		$70.7K Buy
3,286
+115
+4% +$2.62K 0.01% 270
2024
Q4 		$72K Buy
3,171
+549
+21% +$12.5K 0.01% 268
2024
Q3 		$58.1K Buy
2,622
+72
+3% +$1.54K 0.01% 293
2024
Q2 		$53.4K Buy
2,550
+114
+5% +$2.31K 0.01% 284
2024
Q1 		$49.6K Hold
2,436
– – 0.01% 297
2023
Q4 		$45.2K Buy
2,436
+15
+0.6% +$259 0.01% 284
2023
Q3 		$40.2K Sell
2,421
-3,744
-61% -$64.8K 0.01% 294
2023
Q2 		$106K Buy
6,165
+3,852
+167% +$62.8K 0.02% 221
2023
Q1 		$36.9K Hold
2,313
– – 0.01% 313
2022
Q4 		$34.5K Buy
2,313
+165
+8% +$2.48K 0.01% 292
2022
Q3 		$30K Hold
2,148
– – 0.01% 298
2022
Q2 		$32K Buy
2,148
+270
+14% +$4.33K 0.01% 294
2022
Q1 		$33K Buy
1,878
+30
+2% +$527 0.01% 305
2021
Q4 		$35K Sell
1,848
-120
-6% -$2.21K 0.01% 296
2021
Q3 		$34K Hold
1,968
– – 0.01% 293
2021
Q2 		$34K Hold
1,968
– – 0.01% 311
2021
Q1 		$32K Hold
1,968
– – 0.01% 303
2020
Q4 		$30K Hold
1,968
– – 0.01% 304
2020
Q3 		$26K Buy
1,968
+24
+1% +$316 0.01% 291
2020
Q2 		$24K Buy
1,944
+114
+6% +$1.31K 0.01% 298
2020
Q1 		$18K Sell
1,830
-3,492
-66% -$42.3K 0.01% 301
2019
Q4 		$68K Buy
5,322
+30
+0.6% +$368 0.02% 218
2019
Q3 		$63K Buy
5,292
+60
+1% +$709 0.02% 222
2019
Q2 		$62K Buy
5,232
+108
+2% +$1.25K 0.02% 217
2019
Q1 		$58K Buy
5,124
+498
+11% +$5.44K 0.02% 220
2018
Q4 		$46K Buy
+4,626
New +$50K 0.02% 221

Other funds holding SCHB

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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

Laurel Wealth Advisors (North Carolina)'s SCHB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 3,431 shares — an estimated $90K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHB in Q4 2018 and held it in 27 quarters. The position peaked at $106K in Q2 2023. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,431 Schwab US Broad Market ETF shares in Q1 2026, an estimated $90K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Schwab US Broad Market ETF position peaked at $106K in Q2 2023.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.