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

Mill Creek 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 		$4.07M Hold
161,959
– – 0.08% 64
2025
Q4 		$4.25M Buy
161,959
+145
+0.1% +$3.77K 0.09% 67
2025
Q3 		$4.16M Hold
161,814
– – 0.09% 69
2025
Q2 		$3.86M Buy
+161,814
New +$3.56M 0.09% 68

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

Mill Creek Capital Advisors's SCHB Position: Q1 2026 in Review

Mill Creek Capital Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 161,959 shares worth $4.07M. The position accounts for 0.08% of the portfolio, ranked #64.

Mill Creek Capital Advisors first reported a position in SCHB in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.25M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Mill Creek Capital Advisors held 161,959 shares of Schwab US Broad Market ETF worth $4.07M as of Q1 2026.
  • Mill Creek Capital Advisors left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.08% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #64 holding.
  • Mill Creek Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Mill Creek Capital Advisors's Schwab US Broad Market ETF position peaked at $4.25M in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.