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

Oasis 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
-18,868
Closed -$495K – 228
2025
Q4 		$495K Buy
+18,868
New +$491K 0.26% 42

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Oasis Advisors's SCHB Position: Q1 2026 in Review

Oasis Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 18,868 shares — an estimated $495K sold.

Oasis Advisors first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $495K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Oasis Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Oasis Advisors sold 18,868 Schwab US Broad Market ETF shares in Q1 2026, an estimated $495K.
  • Oasis Advisors first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Oasis Advisors's Schwab US Broad Market ETF position peaked at $495K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Oasis Advisors's 13F filing for Q1 2026, filed 5 May 2026.