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

Resolute 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 		$478K Buy
16,515
+36
+0.2% +$1.01K 0.11% 50
2026
Q1 		$414K Buy
16,479
+38
+0.2% +$997 0.17% 47
2025
Q4 		$431K Sell
16,441
-1,155
-7% -$30.1K 0.14% 40
2025
Q3 		$452K Buy
17,596
+42
+0.2% +$1.04K 0.12% 42
2025
Q2 		$418K Buy
17,554
+43
+0.2% +$947 0.1% 42
2025
Q1 		$377K Buy
17,511
+1,592
+10% +$36.2K 0.11% 35
2024
Q4 		$361K Buy
15,919
+49
+0.3% +$1.12K 0.07% 44
2024
Q3 		$352K Buy
+15,870
New +$339K 0.07% 37
2022
Q4 		– Sell
-1,548
Closed -$22K – 119
2022
Q3 		$22K Hold
1,548
– – ﹤0.01% 100
2022
Q2 		$23K Hold
1,548
– – ﹤0.01% 87
2022
Q1 		$28K Sell
1,548
-8,568
-85% -$150K ﹤0.01% 99
2021
Q4 		$191K Buy
10,116
+36
+0.4% +$662 0.01% 63
2021
Q3 		$175K Sell
10,080
-3,648
-27% -$64.9K 0.02% 69
2021
Q2 		$239K Buy
13,728
+12,180
+787% +$206K 0.04% 43
2021
Q1 		$25K Hold
1,548
– – ﹤0.01% 126
2020
Q4 		$23K Buy
+1,548
New +$22K 0.01% 52

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

Resolute Advisors's SCHB Position: Q2 2026 in Review

Resolute Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, buying an estimated $1.01K and bringing the position to 16,515 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #50.

Resolute Advisors first reported a position in SCHB in Q4 2020 and has held it in 16 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Resolute Advisors held 16,515 shares of Schwab US Broad Market ETF worth $478K as of Q2 2026.
  • Resolute Advisors bought 36 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.01K.
  • Schwab US Broad Market ETF made up 0.11% of Resolute Advisors's portfolio in Q2 2026, its #50 holding.
  • Resolute Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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