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 Q2	$281K	Hold	9,703	–	–	0.03%	348
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Quadcap Wealth Management's SCHB Position: Q2 2026 in Review

Quadcap Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,703 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #348.

Quadcap Wealth Management first reported a position in SCHB in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Quadcap Wealth Management held 9,703 shares of Schwab US Broad Market ETF worth $281K as of Q2 2026.
Quadcap Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #348 holding.
Quadcap Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 9 quarters since.
Quadcap Wealth Management's Schwab US Broad Market ETF position peaked at $298K in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.