PCWA
SCHB icon

Pacific Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pacific Capital Wealth 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 		$777K Sell
26,829
-171
-0.6% -$4.79K 0.12% 50
2026
Q1 		$678K Hold
27,000
– – 0.11% 47
2025
Q4 		$708K Hold
27,000
– – 0.12% 45
2025
Q3 		$694K Sell
27,000
-1,500
-5% -$37.1K 0.12% 43
2025
Q2 		$683K Sell
28,500
-32,894
-54% -$725K 0.13% 44
2025
Q1 		$1.32M Sell
61,394
-776
-1% -$17.7K 0.23% 35
2024
Q4 		$1.41M Sell
62,170
-5,297
-8% -$121K 0.24% 37
2024
Q3 		$1.5M Sell
67,467
-5,676
-8% -$121K 0.25% 36
2024
Q2 		$1.53M Sell
73,143
-147
-0.2% -$2.98K 0.28% 30
2024
Q1 		$1.49M Sell
73,290
-42,822
-37% -$829K 0.35% 31
2023
Q4 		$2.15M Sell
116,112
-34,938
-23% -$603K 0.55% 27
2023
Q3 		$2.51M Sell
151,050
-1,269
-0.8% -$22K 0.7% 24
2023
Q2 		$2.62M Sell
152,319
-9,531
-6% -$155K 0.67% 29
2023
Q1 		$2.58M Sell
161,850
-68,016
-30% -$1.06M 0.66% 30
2022
Q4 		$3.43M Sell
229,866
-66,570
-22% -$1M 0.89% 25
2022
Q3 		$4.15M Buy
296,436
+19,728
+7% +$307K 1.13% 20
2022
Q2 		$4.08M Sell
276,708
-2,604
-0.9% -$41.8K 1.13% 21
2022
Q1 		$4.97M Buy
279,312
+1,254
+0.5% +$22K 1.42% 20
2021
Q4 		$5.24M Buy
278,058
+29,406
+12% +$541K 1.51% 21
2021
Q3 		$4.3M Buy
248,652
+117,780
+90% +$2.09M 1.37% 23
2021
Q2 		$2.27M Buy
+130,872
New +$2.21M 1.14% 25
2020
Q4 		– Sell
-1,182
Closed -$16K – 168
2020
Q3 		$16K Buy
+1,182
New +$15.5K 0.01% 155

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

Pacific Capital Wealth Advisors's SCHB Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.63% in Q2 2026, selling an estimated $4.79K and leaving 26,829 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #50.

Pacific Capital Wealth Advisors first reported a position in SCHB in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.24M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pacific Capital Wealth Advisors held 26,829 shares of Schwab US Broad Market ETF worth $777K as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 171 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.79K.
  • Schwab US Broad Market ETF made up 0.12% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Pacific Capital Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 22 quarters since.
  • Pacific Capital Wealth Advisors's Schwab US Broad Market ETF position peaked at $5.24M in Q4 2021.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.