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STALEY CAPITAL ADVISERS’s Schwab US Broad Market ETF SCHB Stock Holding History

STALEY CAPITAL ADVISERS’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 		$1.58M Sell
54,442
-281
-0.5% -$7.87K 0.06% 98
2026
Q1 		$1.37M Sell
54,723
-10,658
-16% -$280K 0.06% 96
2025
Q4 		$1.71M Buy
65,381
+4,728
+8% +$123K 0.07% 94
2025
Q3 		$1.56M Sell
60,653
-60
-0.1% -$1.49K 0.06% 92
2025
Q2 		$1.45M Sell
60,713
-459
-0.8% -$10.1K 0.06% 95
2025
Q1 		$1.32M Sell
61,172
-108
-0.2% -$2.46K 0.06% 96
2024
Q4 		$1.39M Sell
61,280
-673
-1% -$15.4K 0.06% 93
2024
Q3 		$1.37M Sell
61,953
-3,138
-5% -$67K 0.06% 94
2024
Q2 		$1.36M Sell
65,091
-510
-0.8% -$10.3K 0.06% 93
2024
Q1 		$1.33M Sell
65,601
-168
-0.3% -$3.25K 0.06% 95
2023
Q4 		$1.22M Buy
65,769
+51
+0.1% +$881 0.06% 95
2023
Q3 		$1.09M Sell
65,718
-252
-0.4% -$4.36K 0.06% 94
2023
Q2 		$1.14M Sell
65,970
-192
-0.3% -$3.13K 0.06% 97
2023
Q1 		$1.05M Sell
66,162
-25,059
-27% -$392K 0.06% 100
2022
Q4 		$1.36M Buy
91,221
+54
+0.1% +$812 0.08% 88
2022
Q3 		$1.28M Sell
91,167
-1,713
-2% -$26.6K 0.08% 87
2022
Q2 		$1.37M Buy
92,880
+48
+0.1% +$770 0.08% 83
2022
Q1 		$1.65M Sell
92,832
-2,418
-3% -$42.4K 0.08% 83
2021
Q4 		$1.79M Sell
95,250
-558
-0.6% -$10.3K 0.09% 83
2021
Q3 		$1.66M Sell
95,808
-360
-0.4% -$6.4K 0.09% 84
2021
Q2 		$1.67M Sell
96,168
-2,976
-3% -$50.4K 0.09% 81
2021
Q1 		$1.6M Sell
99,144
-6,426
-6% -$101K 0.09% 85
2020
Q4 		$1.6M Sell
105,570
-1,164
-1% -$16.6K 0.1% 77
2020
Q3 		$1.42M Sell
106,734
-13,740
-11% -$181K 0.1% 79
2020
Q2 		$1.48M Sell
120,474
-15,072
-11% -$174K 0.11% 75
2020
Q1 		$1.36M Buy
135,546
+7,206
+6% +$87.2K 0.11% 77
2019
Q4 		$1.64M Buy
128,340
+780
+0.6% +$9.57K 0.11% 80
2019
Q3 		$1.51M Buy
127,560
+1,998
+2% +$23.6K 0.11% 76
2019
Q2 		$1.48M Buy
125,562
+66
+0.1% +$762 0.11% 73
2019
Q1 		$1.42M Buy
125,496
+420
+0.3% +$4.59K 0.11% 75
2018
Q4 		$1.25M Buy
125,076
+5,040
+4% +$54.5K 0.1% 76
2018
Q3 		$1.41M Sell
120,036
-4,800
-4% -$55.3K 0.1% 70
2018
Q2 		$1.37M Sell
124,836
-2,910
-2% -$31.8K 0.11% 67
2018
Q1 		$1.36M Sell
127,746
-2,736
-2% -$30.1K 0.11% 69
2017
Q4 		$1.4M Sell
130,482
-30
-0% -$315 0.11% 69
2017
Q3 		$1.32M Sell
130,512
-6,600
-5% -$65.5K 0.11% 69
2017
Q2 		$1.34M Sell
137,112
-19,500
-12% -$188K 0.11% 67
2017
Q1 		$1.49M Buy
+156,612
New +$1.47M 0.13% 61

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

STALEY CAPITAL ADVISERS's SCHB Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Schwab US Broad Market ETF (SCHB) stake by 0.51% in Q2 2026, selling an estimated $7.87K and leaving 54,442 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #98.

STALEY CAPITAL ADVISERS first reported a position in SCHB in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.79M in Q4 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 54,442 shares of Schwab US Broad Market ETF worth $1.58M as of Q2 2026.
  • STALEY CAPITAL ADVISERS sold 281 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.87K.
  • Schwab US Broad Market ETF made up 0.06% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #98 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 38 quarters since.
  • STALEY CAPITAL ADVISERS's Schwab US Broad Market ETF position peaked at $1.79M in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.