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Mount Yale Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Mount Yale Investment 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 		$718K Sell
24,777
-20,229
-45% -$566K 0.01% 681
2026
Q1 		$1.13M Buy
45,006
+34,764
+339% +$912K 0.03% 485
2025
Q4 		$269K Sell
10,242
-32,872
-76% -$856K 0.01% 619
2025
Q3 		$1.11M Buy
43,114
+42,662
+9,438% +$1.06M 0.08% 264
2025
Q2 		$10.8K Buy
+452
New +$9.96K ﹤0.01% 1125

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

Mount Yale Investment Advisors's SCHB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 45% in Q2 2026, selling an estimated $566K and leaving 24,777 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #681.

Mount Yale Investment Advisors first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2026. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mount Yale Investment Advisors held 24,777 shares of Schwab US Broad Market ETF worth $718K as of Q2 2026.
  • Mount Yale Investment Advisors sold 20,229 Schwab US Broad Market ETF shares in Q2 2026, an estimated $566K.
  • Schwab US Broad Market ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #681 holding.
  • Mount Yale Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Schwab US Broad Market ETF position peaked at $1.13M in Q1 2026.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.