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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Pacific Point Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 7,972 shares worth $200K. The position accounts for 0.11% of the portfolio, ranked #131.

Pacific Point Advisors first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Pacific Point Advisors held 7,972 shares of Schwab US Broad Market ETF worth $200K as of Q1 2026.
  • Pacific Point Advisors left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.11% of Pacific Point Advisors's portfolio in Q1 2026, its #131 holding.
  • Pacific Point Advisors first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Pacific Point Advisors's Schwab US Broad Market ETF position peaked at $209K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.