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Private Advisor Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Private Advisor Group’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 		$1.84M Sell
63,367
-281,590
-82% -$7.88M 0.01% 1051
2026
Q1 		$8.66M Buy
344,957
+7,539
+2% +$198K 0.04% 445
2025
Q4 		$8.85M Buy
337,418
+15,654
+5% +$408K 0.04% 429
2025
Q3 		$8.27M Buy
321,764
+79,903
+33% +$1.98M 0.04% 440
2025
Q2 		$5.76M Buy
241,861
+10,971
+5% +$242K 0.03% 524
2025
Q1 		$4.97M Buy
230,890
+19,725
+9% +$449K 0.03% 536
2024
Q4 		$4.79M Sell
211,165
-4,466
-2% -$102K 0.03% 545
2024
Q3 		$4.78M Buy
215,631
+1,449
+0.7% +$30.9K 0.03% 548
2024
Q2 		$4.49M Buy
214,182
+7,923
+4% +$161K 0.03% 526
2024
Q1 		$4.2M Buy
206,259
+9,543
+5% +$185K 0.03% 515
2023
Q4 		$3.65M Buy
196,716
+13,275
+7% +$229K 0.03% 549
2023
Q3 		$3.05M Sell
183,441
-1,956
-1% -$33.9K 0.03% 559
2023
Q2 		$3.27M Buy
185,397
+10,044
+6% +$164K 0.03% 540
2023
Q1 		$2.8M Sell
175,353
-8,265
-5% -$129K 0.03% 563
2022
Q4 		$1.83M Sell
183,618
-35,439
-16% -$533K 0.09% 233
2022
Q3 		$3.07M Buy
219,057
+6,138
+3% +$95.5K 0.04% 473
2022
Q2 		$3.14M Sell
212,919
-81,450
-28% -$1.31M 0.03% 576
2022
Q1 		$5.24M Sell
294,369
-30,711
-9% -$539K 0.04% 428
2021
Q4 		$6.12M Sell
325,080
-183,864
-36% -$3.38M 0.05% 387
2021
Q3 		$8.81M Buy
508,944
+202,644
+66% +$3.6M 0.06% 342
2021
Q2 		$5.32M Buy
306,300
+63,120
+26% +$1.07M 0.05% 383
2021
Q1 		$3.92M Buy
243,180
+14,874
+7% +$234K 0.04% 454
2020
Q4 		$3.46M Sell
228,306
-13,626
-6% -$194K 0.04% 456
2020
Q3 		$3.05M Sell
241,932
-942
-0.4% -$12.4K 0.04% 412
2020
Q2 		$2.97M Sell
242,874
-6,702
-3% -$77.3K 0.04% 403
2020
Q1 		$2.51M Buy
249,576
+106,920
+75% +$1.29M 0.05% 371
2019
Q4 		$1.83M Sell
142,656
-198,120
-58% -$2.43M 0.03% 567
2019
Q3 		$4.04M Buy
340,776
+26,136
+8% +$309K 0.06% 321
2019
Q2 		$3.7M Sell
314,640
-77,346
-20% -$893K 0.07% 303
2019
Q1 		$4.45M Buy
391,986
+355,170
+965% +$3.88M 0.09% 245
2018
Q4 		$368K Sell
36,816
-298,608
-89% -$3.23M 0.01% 946
2018
Q3 		$3.94M Buy
335,424
+242,934
+263% +$2.8M 0.08% 239
2018
Q2 		$1.02M Sell
92,490
-159,168
-63% -$1.74M 0.02% 474
2018
Q1 		$2.68M Buy
251,658
+127,152
+102% +$1.4M 0.1% 199
2017
Q4 		$1.37M Sell
124,506
-228,114
-65% -$2.39M 0.06% 333
2017
Q3 		$3.62M Buy
352,620
+17,436
+5% +$173K 0.09% 233
2017
Q2 		$3.27M Buy
335,184
+193,944
+137% +$1.87M 0.09% 231
2017
Q1 		$1.33M Buy
141,240
+96,390
+215% +$904K 0.04% 453
2016
Q4 		$412K Buy
44,850
+16,158
+56% +$142K 0.01% 804
2016
Q3 		$248K Sell
28,692
-1,992
-6% -$17.3K 0.01% 916
2016
Q2 		$257K Sell
30,684
-2,946
-9% -$24.5K 0.01% 883
2016
Q1 		$276K Sell
33,630
-3,384
-9% -$26.3K 0.01% 798
2015
Q4 		$303K Sell
37,014
-8,172
-18% -$67.4K 0.01% 778
2015
Q3 		$349K Buy
45,186
+762
+2% +$6.26K 0.02% 679
2015
Q2 		$372K Sell
44,424
-2,844
-6% -$24.3K 0.02% 710
2015
Q1 		$398K Buy
47,268
+11,448
+32% +$95.7K 0.02% 638
2014
Q4 		$297K Buy
+35,820
New +$290K 0.02% 723

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

Private Advisor Group's SCHB Position: Q2 2026 in Review

Private Advisor Group reduced its Schwab US Broad Market ETF (SCHB) stake by 82% in Q2 2026, selling an estimated $7.88M and leaving 63,367 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1051.

Private Advisor Group first reported a position in SCHB in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.85M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Private Advisor Group held 63,367 shares of Schwab US Broad Market ETF worth $1.84M as of Q2 2026.
  • Private Advisor Group sold 281,590 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.88M.
  • Schwab US Broad Market ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1051 holding.
  • Private Advisor Group first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 47 quarters since.
  • Private Advisor Group's Schwab US Broad Market ETF position peaked at $8.85M in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.