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

Strategic 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 		$29.6M Sell
1,021,776
-86,328
-8% -$2.42M 6.47% 2
2026
Q1 		$27.8M Sell
1,108,104
-3,015
-0.3% -$79.1K 4.62% 3
2025
Q4 		$29.1M Sell
1,111,119
-22,781
-2% -$593K 4.56% 4
2025
Q3 		$29.2M Buy
1,133,900
+29,561
+3% +$732K 4.68% 4
2025
Q2 		$26.3M Sell
1,104,339
-58,392
-5% -$1.29M 5.18% 5
2025
Q1 		$25M Buy
1,162,731
+119,453
+11% +$2.72M 4.82% 3
2024
Q4 		$23.7M Buy
1,043,278
+21,574
+2% +$493K 4.28% 5
2024
Q3 		$22.7M Sell
1,021,704
-36,288
-3% -$775K 4.23% 5
2024
Q2 		$22.2M Sell
1,057,992
-37,362
-3% -$757K 4.3% 5
2024
Q1 		$22.3M Sell
1,095,354
-22,167
-2% -$429K 4.4% 4
2023
Q4 		$20.7M Buy
1,117,521
+9,159
+0.8% +$158K 3.92% 4
2023
Q3 		$18.4M Buy
1,108,362
+23,118
+2% +$400K 3.63% 3
2023
Q2 		$18.7M Sell
1,085,244
-186,840
-15% -$3.05M 3.56% 3
2023
Q1 		$20.3M Sell
1,272,084
-15,567
-1% -$243K 4.11% 3
2022
Q4 		$19.2M Sell
1,287,651
-53,757
-4% -$808K 4.28% 3
2022
Q3 		$18.8M Buy
1,341,408
+17,502
+1% +$272K 4.16% 3
2022
Q2 		$19.5M Sell
1,323,906
-99,891
-7% -$1.6M 4.08% 3
2022
Q1 		$25.3M Sell
1,423,797
-173,397
-11% -$3.04M 4.4% 4
2021
Q4 		$30.1M Sell
1,597,194
-32,958
-2% -$606K 4.28% 4
2021
Q3 		$28.2M Sell
1,630,152
-2,280
-0.1% -$40.5K 6.08% 2
2021
Q2 		$28.4M Buy
1,632,432
+38,058
+2% +$644K 7.38% 2
2021
Q1 		$25.7M Sell
1,594,374
-34,824
-2% -$549K 7.46% 2
2020
Q4 		$25.2M Buy
1,629,198
+207,870
+15% +$2.96M 7.27% 2
2020
Q3 		$19.2M Sell
1,421,328
-66,456
-4% -$874K 6.45% 2
2020
Q2 		$19.3M Sell
1,487,784
-201,510
-12% -$2.32M 7.2% 2
2020
Q1 		$18.1M Buy
1,689,294
+1,812
+0.1% +$21.9K 7.87% 1
2019
Q4 		$21.6M Buy
1,687,482
+35,376
+2% +$434K 7.53% 1
2019
Q3 		$19.6M Sell
1,652,106
-384
-0% -$4.54K 7.34% 1
2019
Q2 		$19.4M Sell
1,652,490
-16,308
-1% -$188K 7.4% 1
2019
Q1 		$18.9M Sell
1,668,798
-46,074
-3% -$503K 7.31% 1
2018
Q4 		$17.1M Sell
1,714,872
-132,282
-7% -$1.43M 7.48% 1
2018
Q3 		$21.7M Buy
1,847,154
+10,002
+0.5% +$115K 7.93% 1
2018
Q2 		$20.2M Buy
1,837,152
+92,220
+5% +$1.01M 8.11% 1
2018
Q1 		$18.6M Buy
1,744,932
+225,528
+15% +$2.48M 7.68% 1
2017
Q4 		$16.3M Buy
1,519,404
+189,294
+14% +$1.98M 6.68% 1
2017
Q3 		$13.5M Buy
1,330,110
+65,292
+5% +$648K 5.86% 1
2017
Q2 		$12.3M Sell
1,264,818
-46,974
-4% -$454K 5.63% 1
2017
Q1 		$12.5M Buy
1,311,792
+287,148
+28% +$2.69M 5.89% 1
2016
Q4 		$9.25M Buy
1,024,644
+349,254
+52% +$3.08M 4.86% 1
2016
Q3 		$5.89M Buy
675,390
+11,946
+2% +$104K 3.3% 5
2016
Q2 		$5.56M Sell
663,444
-5,676
-0.8% -$47.1K 3.21% 5
2016
Q1 		$5.5M Buy
669,120
+53,388
+9% +$415K 3.13% 5
2015
Q4 		$5.03M Buy
615,732
+80,886
+15% +$667K 3.29% 4
2015
Q3 		$4.13M Sell
534,846
-91,854
-15% -$755K 2.87% 5
2015
Q2 		$5.25M Buy
626,700
+264,174
+73% +$2.26M 3.35% 3
2015
Q1 		$2.88M Sell
362,526
-35,478
-9% -$297K 1.85% 11
2014
Q4 		$3.31M Sell
398,004
-2,736
-0.7% -$22.2K 2.15% 7
2014
Q3 		$3.18M Buy
400,740
+38,214
+11% +$306K 2.09% 10
2014
Q2 		$2.88M Buy
362,526
+21,948
+6% +$169K 1.84% 11
2014
Q1 		$2.6M Buy
340,578
+17,634
+5% +$132K 1.74% 11
2013
Q4 		$2.42M Buy
322,944
+179,154
+125% +$1.29M 1.65% 14
2013
Q3 		$985K Buy
+143,790
New +$977K 0.81% 46

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 $103B AUM 28.65% 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

Strategic Advisors's SCHB Position: Q2 2026 in Review

Strategic Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 7.8% in Q2 2026, selling an estimated $2.42M and leaving 1,021,776 shares worth $29.6M. The position accounts for 6.47% of the portfolio, ranked #2.

Strategic Advisors first reported a position in SCHB in Q3 2013 and has held it in 52 quarters since. The position peaked at $30.1M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Strategic Advisors held 1,021,776 shares of Schwab US Broad Market ETF worth $29.6M as of Q2 2026.
  • Strategic Advisors sold 86,328 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.42M.
  • Schwab US Broad Market ETF made up 6.47% of Strategic Advisors's portfolio in Q2 2026, its #2 holding.
  • Strategic Advisors first reported a position in Schwab US Broad Market ETF in Q3 2013 and has held it in 52 quarters since.
  • Strategic Advisors's Schwab US Broad Market ETF position peaked at $30.1M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.