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

SRH 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
Q1 		$9.91M Sell
394,977
-526
-0.1% -$13.8K 2.84% 6
2025
Q4 		$10.4M Buy
395,503
+7,622
+2% +$198K 2.99% 5
2025
Q3 		$9.97M Buy
387,881
+81
+0% +$2K 2.91% 6
2025
Q2 		$9.24M Buy
387,800
+16
+0% +$352 2.81% 6
2025
Q1 		$8.35M Buy
387,784
+6,294
+2% +$143K 2.58% 6
2024
Q4 		$8.66M Buy
381,490
+4,144
+1% +$94.7K 2.57% 6
2024
Q3 		$8.37M Buy
377,346
+4,140
+1% +$88.4K 2.54% 6
2024
Q2 		$7.82M Buy
373,206
+288
+0.1% +$5.83K 2.62% 6
2024
Q1 		$7.59M Buy
372,918
+5,685
+2% +$110K 2.41% 6
2023
Q4 		$6.81M Buy
367,233
+24
+0% +$415 2.38% 6
2023
Q3 		$6.1M Buy
367,209
+61,437
+20% +$1.06M 2.97% 5
2023
Q2 		$4.88M Hold
305,772
– – 2.6% 4
2023
Q1 		$4.88M Buy
305,772
+1,236
+0.4% +$19.3K 2.6% 4
2022
Q4 		$4.55M Sell
304,536
-20,235
-6% -$304K 2.52% 4
2022
Q3 		$4.55M Sell
324,771
-53,877
-14% -$838K 5.92% 3
2022
Q2 		$5.58M Buy
378,648
+60,660
+19% +$974K 6.88% 3
2022
Q1 		$5.66M Buy
317,988
+42,324
+15% +$743K 6.28% 2
2021
Q4 		$5.19M Buy
275,664
+27,294
+11% +$502K 5.9% 2
2021
Q3 		$4.3M Buy
248,370
+18,876
+8% +$336K 5.23% 3
2021
Q2 		$3.99M Buy
229,494
+5,670
+3% +$96K 4.97% 3
2021
Q1 		$3.61M Buy
223,824
+3,468
+2% +$54.7K 5.13% 3
2020
Q4 		$3.34M Buy
220,356
+2,880
+1% +$41K 5.53% 3
2020
Q3 		$2.89M Buy
217,476
+7,668
+4% +$101K 5.55% 3
2020
Q2 		$2.57M Buy
209,808
+1,230
+0.6% +$14.2K 6.39% 3
2020
Q1 		$2.1M Buy
208,578
+2,298
+1% +$27.8K 5.84% 5
2019
Q4 		$2.64M Buy
206,280
+4,770
+2% +$58.5K 8.48% 2
2019
Q3 		$2.38M Buy
201,510
+6,354
+3% +$75.1K 8.04% 2
2019
Q2 		$2.29M Buy
195,156
+21,786
+13% +$252K 7.82% 2
2019
Q1 		$1.97M Buy
173,370
+19,050
+12% +$208K 6.98% 2
2018
Q4 		$1.54M Buy
154,320
+6,258
+4% +$67.7K 5.9% 3
2018
Q3 		$1.74M Buy
148,062
+29,484
+25% +$340K 5.95% 3
2018
Q2 		$1.3M Buy
118,578
+9,588
+9% +$105K 4.89% 3
2018
Q1 		$1.16M Buy
108,990
+456
+0.4% +$5.01K 4.6% 3
2017
Q4 		$1.17M Buy
108,534
+25,194
+30% +$264K 4.61% 3
2017
Q3 		$846K Buy
83,340
+6,684
+9% +$66.3K 3.59% 7
2017
Q2 		$747K Buy
76,656
+372
+0.5% +$3.59K 3.56% 8
2017
Q1 		$725K Buy
76,284
+7,704
+11% +$72.3K 3.38% 9
2016
Q4 		$619K Buy
68,580
+9,198
+15% +$81K 3.07% 8
2016
Q3 		$518K Buy
59,382
+1,512
+3% +$13.1K 2.7% 9
2016
Q2 		$485K Buy
57,870
+14,418
+33% +$120K 2.58% 10
2016
Q1 		$357K Buy
43,452
+10,638
+32% +$82.7K 1.97% 12
2015
Q4 		$268K Sell
32,814
-2,460
-7% -$20.3K 1.58% 14
2015
Q3 		$273K Buy
35,274
+4,230
+14% +$34.7K 1.6% 13
2015
Q2 		$260K Buy
31,044
+10,740
+53% +$91.8K 1.64% 13
2015
Q1 		$171K Buy
20,304
+150
+0.7% +$1.25K 1.13% 19
2014
Q4 		$167K Buy
+20,154
New +$163K 1.14% 22

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
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

SRH Advisors's SCHB Position: Q1 2026 in Review

SRH Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q1 2026, selling an estimated $13.8K and leaving 394,977 shares worth $9.91M. The position accounts for 2.84% of the portfolio, ranked #6.

SRH Advisors first reported a position in SCHB in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.4M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • SRH Advisors held 394,977 shares of Schwab US Broad Market ETF worth $9.91M as of Q1 2026.
  • SRH Advisors sold 526 Schwab US Broad Market ETF shares in Q1 2026, an estimated $13.8K.
  • Schwab US Broad Market ETF made up 2.84% of SRH Advisors's portfolio in Q1 2026, its #6 holding.
  • SRH Advisors first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 46 quarters since.
  • SRH Advisors's Schwab US Broad Market ETF position peaked at $10.4M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.