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

Pacific Point 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 		$258K Buy
8,903
+931
+12% +$26.1K 0.12% 113
2026
Q1 		$200K Hold
7,972
– – 0.11% 131
2025
Q4 		$209K Hold
7,972
– – 0.11% 129
2025
Q3 		$205K Buy
+7,972
New +$197K 0.12% 117

Other funds holding SCHB

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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 Point Advisors's SCHB Position: Q2 2026 in Review

Pacific Point Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, buying an estimated $26.1K and bringing the position to 8,903 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #113.

Pacific Point Advisors first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pacific Point Advisors held 8,903 shares of Schwab US Broad Market ETF worth $258K as of Q2 2026.
  • Pacific Point Advisors bought 931 Schwab US Broad Market ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab US Broad Market ETF made up 0.12% of Pacific Point Advisors's portfolio in Q2 2026, its #113 holding.
  • Pacific Point Advisors first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.