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

SeaCrest 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 		$6.01M Buy
207,508
+5,246
+3% +$147K 0.67% 26
2026
Q1 		$5.08M Buy
202,262
+605
+0.3% +$15.9K 0.54% 32
2025
Q4 		$5.37M Sell
201,657
-40,613
-17% -$1.06M 0.54% 26
2025
Q3 		$6.29M Buy
242,270
+1,104
+0.5% +$27.3K 0.66% 22
2025
Q2 		$5.75M Buy
241,166
+2,322
+1% +$51.1K 0.62% 22
2025
Q1 		$5.14M Sell
238,844
-10,496
-4% -$239K 0.58% 22
2024
Q4 		$5.66M Buy
249,340
+721
+0.3% +$16.5K 0.6% 23
2024
Q3 		$5.51M Buy
248,619
+8,811
+4% +$188K 0.59% 22
2024
Q2 		$5.03M Sell
239,808
-8,151
-3% -$165K 0.57% 23
2024
Q1 		$5.05M Sell
247,959
-4,836
-2% -$93.6K 0.62% 23
2023
Q4 		$4.61M Sell
252,795
-15,294
-6% -$264K 0.57% 31
2023
Q3 		$4.45M Buy
268,089
+1,311
+0.5% +$22.7K 0.58% 27
2023
Q2 		$4.6M Sell
266,778
-10,581
-4% -$172K 0.58% 26
2023
Q1 		$4.42M Buy
277,359
+9,516
+4% +$149K 0.6% 28
2022
Q4 		$4M Buy
267,843
+5,526
+2% +$83K 0.57% 34
2022
Q3 		$3.67M Sell
262,317
-16,413
-6% -$255K 0.56% 33
2022
Q2 		$4.11M Sell
278,730
-52,797
-16% -$847K 0.52% 31
2022
Q1 		$5.9M Sell
331,527
-17,871
-5% -$314K 0.68% 20
2021
Q4 		$6.58M Sell
349,398
-9,942
-3% -$183K 0.72% 22
2021
Q3 		$6.22M Buy
359,340
+2,982
+0.8% +$53K 0.75% 19
2021
Q2 		$6.19M Buy
356,358
+15,546
+5% +$263K 0.75% 20
2021
Q1 		$5.49M Sell
340,812
-3,630
-1% -$57.2K 0.73% 20
2020
Q4 		$5.22M Buy
344,442
+15,918
+5% +$227K 0.73% 20
2020
Q3 		$4.36M Sell
328,524
-39,012
-11% -$513K 0.7% 25
2020
Q2 		$4.5M Sell
367,536
-4,656
-1% -$53.7K 0.78% 20
2020
Q1 		$3.75M Sell
372,192
-41,406
-10% -$501K 0.81% 19
2019
Q4 		$5.3M Buy
413,598
+4,488
+1% +$55.1K 0.89% 16
2019
Q3 		$4.84M Buy
409,110
+2,904
+0.7% +$34.3K 0.91% 14
2019
Q2 		$4.78M Sell
406,206
-19,974
-5% -$231K 0.97% 14
2019
Q1 		$4.83M Sell
426,180
-35,910
-8% -$392K 0.83% 15
2018
Q4 		$4.62M Buy
462,090
+66,882
+17% +$723K 0.95% 13
2018
Q3 		$4.64M Buy
395,208
+12,768
+3% +$147K 0.78% 14
2018
Q2 		$4.21M Sell
382,440
-1,704
-0.4% -$18.6K 0.76% 15
2018
Q1 		$4.08M Buy
384,144
+20,508
+6% +$225K 0.75% 18
2017
Q4 		$3.91M Buy
+363,636
New +$3.81M 0.71% 22

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 $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

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

SeaCrest Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q2 2026, buying an estimated $147K and bringing the position to 207,508 shares worth $6.01M. The position accounts for 0.67% of the portfolio, ranked #26.

SeaCrest Wealth Management first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.58M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • SeaCrest Wealth Management held 207,508 shares of Schwab US Broad Market ETF worth $6.01M as of Q2 2026.
  • SeaCrest Wealth Management bought 5,246 Schwab US Broad Market ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Broad Market ETF made up 0.67% of SeaCrest Wealth Management's portfolio in Q2 2026, its #26 holding.
  • SeaCrest Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Schwab US Broad Market ETF position peaked at $6.58M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.