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

Scarborough 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 		– Sell
-5,128
Closed -$129K – 574
2026
Q1 		$129K Buy
+5,128
New +$135K 0.01% 170
2024
Q1 		– Sell
-2,337
Closed -$43.4K – 654
2023
Q4 		$43.4K Buy
+2,337
New +$40.4K 0.01% 188

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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 $103B AUM 28.65% 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

Scarborough Advisors's SCHB Position: Q2 2026 in Review

Scarborough Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 5,128 shares — an estimated $129K sold.

Scarborough Advisors first reported a position in SCHB in Q4 2023 and held it in 2 quarters. The position peaked at $129K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Scarborough Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 5,128 Schwab US Broad Market ETF shares in Q2 2026, an estimated $129K.
  • Scarborough Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Schwab US Broad Market ETF position peaked at $129K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.