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Quadcap Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Quadcap Wealth Management’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 		$244K Sell
9,703
-38
-0.4% -$997 0.03% 340
2025
Q4 		$256K Hold
9,741
– – 0.03% 340
2025
Q3 		$250K Sell
9,741
-2,750
-22% -$68.1K 0.03% 350
2025
Q2 		$298K Buy
12,491
+2,550
+26% +$56.2K 0.04% 319
2025
Q1 		$214K Buy
9,941
+9
+0.1% +$205 0.03% 353
2024
Q4 		$225K Buy
+9,932
New +$227K 0.03% 344
2024
Q3 		– Sell
-9,930
Closed -$208K – 397
2024
Q2 		$208K Sell
9,930
-3
-0% -$61 0.04% 362
2024
Q1 		$202K Buy
+9,933
New +$192K 0.05% 313

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

Quadcap Wealth Management's SCHB Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.39% in Q1 2026, selling an estimated $997 and leaving 9,703 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #340.

Quadcap Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 8 quarters since. The position peaked at $298K in Q2 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Quadcap Wealth Management held 9,703 shares of Schwab US Broad Market ETF worth $244K as of Q1 2026.
  • Quadcap Wealth Management sold 38 Schwab US Broad Market ETF shares in Q1 2026, an estimated $997.
  • Schwab US Broad Market ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Quadcap Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 8 quarters since.
  • Quadcap Wealth Management's Schwab US Broad Market ETF position peaked at $298K in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.