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

Mutual 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	$7.21M	Buy	287,113 +3,285	+1%	+$86.2K	0.15%	131
2025 Q4	$7.44M	Buy	283,828 +2,959	+1%	+$77K	0.16%	126
2025 Q3	$7.28M	Buy	280,869 +6,242	+2%	+$155K	0.16%	129
2025 Q2	$6.75M	Buy	274,627 +41,145	+18%	+$906K	0.17%	124
2025 Q1	$4.95M	Buy	233,482 +1,314	+0.6%	+$29.9K	0.14%	148
2024 Q4	$5.33M	Sell	232,168 -448,529	-66%	-$10.2M	0.15%	127
2024 Q3	$5.08M	Buy	680,697 +455,103	+202%	+$9.72M	0.15%	133
2024 Q2	$4.76M	Buy	225,594 +7,044	+3%	+$143K	0.14%	144
2024 Q1	$4.45M	Buy	218,550 +12,327	+6%	+$239K	0.14%	143
2023 Q4	$3.83M	Buy	206,223 +12,738	+7%	+$220K	0.13%	160
2023 Q3	$3.22M	Buy	193,485 +1,503	+0.8%	+$26K	0.13%	165
2023 Q2	$3.31M	Buy	191,982 +16,677	+10%	+$272K	0.13%	168
2023 Q1	$2.8M	Buy	175,305 +2,760	+2%	+$43.2K	0.11%	182
2022 Q4	$2.58M	Sell	172,545 -25,326	-13%	-$381K	0.12%	188
2022 Q3	$2.77M	Sell	197,871 -24,702	-11%	-$384K	0.14%	142
2022 Q2	$3.28M	Buy	222,573 +21,723	+11%	+$349K	0.22%	104
2022 Q1	$3.57M	Buy	200,850 +1,482	+0.7%	+$26K	0.2%	106
2021 Q4	$3.75M	Buy	199,368 +9,006	+5%	+$166K	0.2%	111
2021 Q3	$3.29M	Sell	190,362 -2,442	-1%	-$43.4K	0.2%	126
2021 Q2	$3.35M	Sell	192,804 -144,852	-43%	-$2.45M	0.2%	128
2021 Q1	$5.44M	Buy	337,656 +3,072	+0.9%	+$48.4K	0.37%	62
2020 Q4	$5.07M	Buy	334,584 +6,204	+2%	+$88.4K	0.38%	55
2020 Q3	$4.36M	Buy	328,380 +6,468	+2%	+$85K	0.38%	60
2020 Q2	$3.94M	Buy	321,912 +78,738	+32%	+$908K	0.39%	57
2020 Q1	$2.45M	Buy	243,174 +83,898	+53%	+$1.02M	0.33%	63
2019 Q4	$2.04M	Buy	159,276 +26,436	+20%	+$324K	0.22%	116
2019 Q3	$1.57M	Buy	132,840 +15,864	+14%	+$187K	0.21%	120
2019 Q2	$1.38M	Buy	116,976 +15,600	+15%	+$180K	0.18%	138
2019 Q1	$1.15M	Buy	101,376 +6,264	+7%	+$68.4K	0.17%	146
2018 Q4	$950K	Buy	95,112 +2,526	+3%	+$27.3K	0.19%	134
2018 Q3	$1.09M	Buy	92,586 +1,194	+1%	+$13.8K	0.16%	152
2018 Q2	$1M	Buy	91,392 +3,810	+4%	+$41.7K	0.23%	140
2018 Q1	$931K	Buy	87,582 +5,202	+6%	+$57.2K	0.24%	140
2017 Q4	$886K	Buy	+82,380	New	+$864K	0.33%	93

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mutual Advisors's SCHB Position: Q1 2026 in Review

Mutual Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q1 2026, buying an estimated $86.2K and bringing the position to 287,113 shares worth $7.21M. The position accounts for 0.15% of the portfolio, ranked #131.

Mutual Advisors first reported a position in SCHB in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.44M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Mutual Advisors held 287,113 shares of Schwab US Broad Market ETF worth $7.21M as of Q1 2026.
Mutual Advisors bought 3,285 Schwab US Broad Market ETF shares in Q1 2026, an estimated $86.2K.
Schwab US Broad Market ETF made up 0.15% of Mutual Advisors's portfolio in Q1 2026, its #131 holding.
Mutual Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 34 quarters since.
Mutual Advisors's Schwab US Broad Market ETF position peaked at $7.44M in Q4 2025.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.