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Regal Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Regal Investment 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 		$431K Buy
+14,888
New +$417K 0.02% 492
2024
Q3 		– Sell
-10,263
Closed -$215K – 564
2024
Q2 		$215K Buy
10,263
+249
+2% +$5.04K 0.01% 536
2024
Q1 		$204K Buy
+10,014
New +$194K 0.01% 550
2015
Q4 		– Sell
-330
Closed -$2K – 762
2015
Q3 		$2K Hold
330
– – ﹤0.01% 946
2015
Q2 		$2K Hold
330
– – ﹤0.01% 850
2015
Q1 		$3K Hold
330
– – ﹤0.01% 879
2014
Q4 		$3K Buy
+330
New +$2.67K ﹤0.01% 823
2013
Q3 		– Sell
-28,110
Closed -$182K – 924
2013
Q2 		$182K Buy
+28,110
New +$183K 0.1% 158

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

Regal Investment Advisors's SCHB Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 14,888 shares worth $431K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SCHB as recently as Q2 2024.

Regal Investment Advisors first reported a position in SCHB in Q2 2013 and has held it in 8 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Regal Investment Advisors held 14,888 shares of Schwab US Broad Market ETF worth $431K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Regal Investment Advisors position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #492 holding.
  • Regal Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 8 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.