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

Soltis Investment 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 		$1.12M Sell
38,731
-971
-2% -$27.2K 0.06% 227
2026
Q1 		$997K Buy
39,702
+1,240
+3% +$32.5K 0.06% 222
2025
Q4 		$1.01M Sell
38,462
-3,355
-8% -$87.3K 0.07% 214
2025
Q3 		$1.08M Buy
41,817
+90
+0.2% +$2.23K 0.07% 194
2025
Q2 		$994K Buy
41,727
+5,461
+15% +$120K 0.08% 173
2025
Q1 		$781K Buy
+36,266
New +$825K 0.07% 189

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

Soltis Investment Advisors's SCHB Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $27.2K and leaving 38,731 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #227.

Soltis Investment Advisors first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Soltis Investment Advisors held 38,731 shares of Schwab US Broad Market ETF worth $1.12M as of Q2 2026.
  • Soltis Investment Advisors sold 971 Schwab US Broad Market ETF shares in Q2 2026, an estimated $27.2K.
  • Schwab US Broad Market ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #227 holding.
  • Soltis Investment Advisors first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.