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

Stonebridge 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	$494K	Buy	+17,063	New	+$478K	0.03%	148
2022 Q2	–	Sell	-258	Closed	-$4.14K	–	1059
2022 Q1	$5K	Hold	258	–	–	﹤0.01%	779
2021 Q4	$5K	Hold	258	–	–	﹤0.01%	749
2021 Q3	$4K	Buy	+258	New	+$4.59K	﹤0.01%	748
2021 Q1	–	Sell	-38,700	Closed	-$587K	–	973
2020 Q4	$587K	Hold	38,700	–	–	0.09%	126
2020 Q3	$514K	Hold	38,700	–	–	0.09%	122
2020 Q2	$474K	Hold	38,700	–	–	0.09%	123
2020 Q1	$390K	Hold	38,700	–	–	0.08%	123
2019 Q4	$496K	Hold	38,700	–	–	0.08%	126
2019 Q3	$458K	Hold	38,700	–	–	0.08%	127
2019 Q2	$455K	Hold	38,700	–	–	0.08%	129
2019 Q1	$439K	Sell	38,700 -23,904	-38%	-$261K	0.08%	129
2018 Q4	$625K	Buy	+62,604	New	+$677K	0.15%	107

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

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

Stonebridge Capital Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 17,063 shares worth $494K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Stonebridge Capital Advisors previously reported a position in SCHB as recently as Q1 2022.

Stonebridge Capital Advisors first reported a position in SCHB in Q4 2018 and has held it in 13 quarters since. The position peaked at $625K in Q4 2018. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Stonebridge Capital Advisors held 17,063 shares of Schwab US Broad Market ETF worth $494K as of Q2 2026.
Schwab US Broad Market ETF was a new Stonebridge Capital Advisors position in Q2 2026.
Schwab US Broad Market ETF made up 0.03% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #148 holding.
Stonebridge Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 13 quarters since.
Stonebridge Capital Advisors's Schwab US Broad Market ETF position peaked at $625K in Q4 2018.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.