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

Magnolia 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
Q1 		– Sell
-17,781
Closed -$466K – 297
2025
Q4 		$466K Buy
17,781
+2,185
+14% +$56.9K 0.1% 184
2025
Q3 		$401K Sell
15,596
-785
-5% -$19.4K 0.1% 168
2025
Q2 		$390K Buy
16,381
+1,238
+8% +$27.3K 0.1% 174
2025
Q1 		$326K Sell
15,143
-163
-1% -$3.71K 0.09% 186
2024
Q4 		$347K Buy
15,306
+4,662
+44% +$106K 0.09% 182
2024
Q3 		$236K Sell
10,644
-33
-0.3% -$705 0.12% 130
2024
Q2 		$224K Buy
+10,677
New +$216K 0.13% 113

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

Magnolia Capital Advisors's SCHB Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 17,781 shares — an estimated $466K sold.

Magnolia Capital Advisors first reported a position in SCHB in Q2 2024 and held it in 7 quarters. The position peaked at $466K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 17,781 Schwab US Broad Market ETF shares in Q1 2026, an estimated $466K.
  • Magnolia Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 7 quarters.
  • Magnolia Capital Advisors's Schwab US Broad Market ETF position peaked at $466K in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.