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Innovative Advisory Group, LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Innovative Advisory Group, LLC’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
-342
Closed -$8.97K – 187
2025
Q4 		$8.97K Hold
342
– – 0.01% 138
2025
Q3 		$8.79K Hold
342
– – 0.01% 144
2025
Q2 		$8.15K Hold
342
– – 0.01% 138
2025
Q1 		$7.36K Hold
342
– – 0.01% 116
2024
Q4 		$7.76K Buy
+342
New +$7.81K 0.01% 113

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HCM
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Innovative Advisory Group, LLC's SCHB Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 342 shares — an estimated $8.97K sold.

Innovative Advisory Group, LLC first reported a position in SCHB in Q4 2024 and held it in 5 quarters. The position peaked at $8.97K in Q4 2025. 1,322 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 342 Schwab US Broad Market ETF shares in Q1 2026, an estimated $8.97K.
  • Innovative Advisory Group, LLC first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Schwab US Broad Market ETF position peaked at $8.97K in Q4 2025.
  • 1,322 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.