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

Snowden Capital 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	$1.01M	Buy	34,926 +23,571	+208%	+$660K	0.02%	571
2026 Q1	$285K	Hold	11,355	–	–	0.01%	1058
2025 Q4	$298K	Hold	11,355	–	–	0.01%	1048
2025 Q3	$292K	Hold	11,355	–	–	0.01%	1034
2025 Q2	$271K	Hold	11,355	–	–	0.01%	1051
2025 Q1	$244K	Hold	11,355	–	–	0.01%	1071
2024 Q4	$258K	Hold	11,355	–	–	0.01%	1054
2024 Q3	$252K	Hold	11,355	–	–	0.01%	1089
2024 Q2	$239K	Hold	11,355	–	–	0.01%	1066
2024 Q1	$231K	Hold	11,355	–	–	0.01%	1076
2023 Q4	$211K	Buy	+11,355	New	+$196K	0.01%	1060

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Snowden Capital Advisors's SCHB Position: Q2 2026 in Review

Snowden Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 208% in Q2 2026, buying an estimated $660K and bringing the position to 34,926 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #571.

Snowden Capital Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Snowden Capital Advisors held 34,926 shares of Schwab US Broad Market ETF worth $1.01M as of Q2 2026.
Snowden Capital Advisors bought 23,571 Schwab US Broad Market ETF shares in Q2 2026, an estimated $660K.
Schwab US Broad Market ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #571 holding.
Snowden Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.