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Optima Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Optima Capital’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 		$3.03M Buy
104,679
+1,629
+2% +$45.6K 1.2% 25
2026
Q1 		$2.59M Buy
103,050
+1,899
+2% +$49.8K 1.2% 26
2025
Q4 		$2.65M Buy
101,151
+1,808
+2% +$47.1K 1.15% 25
2025
Q3 		$2.55M Buy
99,343
+5,451
+6% +$135K 1.24% 26
2025
Q2 		$2.24M Buy
93,892
+3,902
+4% +$86K 1.2% 23
2025
Q1 		$1.94M Sell
89,990
-16,555
-16% -$377K 1.23% 24
2024
Q4 		$2.42M Buy
+106,545
New +$2.43M 1.67% 12

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

Optima Capital's SCHB Position: Q2 2026 in Review

Optima Capital increased its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, buying an estimated $45.6K and bringing the position to 104,679 shares worth $3.03M. The position accounts for 1.2% of the portfolio, ranked #25.

Optima Capital first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Optima Capital held 104,679 shares of Schwab US Broad Market ETF worth $3.03M as of Q2 2026.
  • Optima Capital bought 1,629 Schwab US Broad Market ETF shares in Q2 2026, an estimated $45.6K.
  • Schwab US Broad Market ETF made up 1.2% of Optima Capital's portfolio in Q2 2026, its #25 holding.
  • Optima Capital first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.