Silver Lake Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Silver Lake Advisory’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 Q1	$327K	Buy	13,030 +29	+0.2%	+$761	0.13%	91
2025 Q4	$341K	Buy	13,001 +2,889	+29%	+$75.2K	0.13%	84
2025 Q3	$260K	Buy	10,112 +29	+0.3%	+$718	0.1%	92
2025 Q2	$240K	Buy	10,083 +30	+0.3%	+$661	0.1%	98
2025 Q1	$216K	Buy	10,053 +382	+4%	+$8.69K	0.09%	98
2024 Q4	$220K	Buy	9,671 +446	+5%	+$10.2K	0.1%	93
2024 Q3	$205K	Buy	+9,225	New	+$197K	0.08%	98
2019 Q4	–	Sell	-64,536	Closed	-$764K	–	84
2019 Q3	$764K	Buy	64,536 +1,506	+2%	+$17.8K	0.49%	55
2019 Q2	$741K	Buy	63,030 +378	+0.6%	+$4.37K	0.49%	56
2019 Q1	$711K	Buy	62,652 +4,020	+7%	+$43.9K	0.48%	55
2018 Q4	$586K	Buy	58,632 +3,066	+6%	+$33.2K	0.44%	57
2018 Q3	$652K	Buy	+55,566	New	+$640K	0.4%	64
2018 Q2	–	Sell	-45,744	Closed	-$486K	–	89
2018 Q1	$486K	Buy	45,744 +14,226	+45%	+$156K	0.36%	62
2017 Q4	$339K	Buy	31,518 +2,292	+8%	+$24K	0.24%	67
2017 Q3	$297K	Buy	29,226 +114	+0.4%	+$1.13K	0.23%	69
2017 Q2	$284K	Sell	29,112 -10,902	-27%	-$105K	0.21%	70
2017 Q1	$381K	Buy	40,014 +150	+0.4%	+$1.41K	0.29%	66
2016 Q4	$360K	Buy	39,864 +240	+0.6%	+$2.11K	0.28%	67
2016 Q3	$346K	Buy	39,624 +3,114	+9%	+$27K	0.26%	68
2016 Q2	$306K	Buy	+36,510	New	+$303K	0.23%	68
2015 Q1	–	Sell	-23,184	Closed	-$193K	–	78
2014 Q4	$193K	Buy	+23,184	New	+$188K	0.16%	74

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Silver Lake Advisory's SCHB Position: Q1 2026 in Review

Silver Lake Advisory increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q1 2026, buying an estimated $761 and bringing the position to 13,030 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #91.

Silver Lake Advisory first reported a position in SCHB in Q4 2014 and has held it in 21 quarters since. The position peaked at $764K in Q3 2019. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Silver Lake Advisory held 13,030 shares of Schwab US Broad Market ETF worth $327K as of Q1 2026.
Silver Lake Advisory bought 29 Schwab US Broad Market ETF shares in Q1 2026, an estimated $761.
Schwab US Broad Market ETF made up 0.13% of Silver Lake Advisory's portfolio in Q1 2026, its #91 holding.
Silver Lake Advisory first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 21 quarters since.
Silver Lake Advisory's Schwab US Broad Market ETF position peaked at $764K in Q3 2019.
1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.