Sunbelt Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Sunbelt Securities’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	$2.99K	Buy	119 +36	+43%	+$945	﹤0.01%	1814
2025 Q4	$2.18K	Sell	83 -25	-23%	-$651	﹤0.01%	1863
2025 Q3	$2.78K	Buy	+108	New	+$2.67K	﹤0.01%	1773
2024 Q4	–	Sell	-5,826	Closed	-$129K	–	1915
2024 Q3	$129K	Hold	5,826	–	–	0.01%	700
2024 Q2	$122K	Sell	5,826 -1,092	-16%	-$22.1K	0.01%	693
2024 Q1	$141K	Hold	6,918	–	–	0.02%	637
2023 Q4	$128K	Hold	6,918	–	–	0.02%	613
2023 Q3	$115K	Hold	6,918	–	–	0.02%	615
2023 Q2	$119K	Buy	6,918 +450	+7%	+$7.33K	0.02%	595
2023 Q1	$102K	Buy	+6,468	New	+$101K	0.02%	576
2020 Q2	–	Sell	-70,482	Closed	-$792K	–	363
2020 Q1	$792K	Buy	+70,482	New	+$853K	0.03%	168

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 $103B AUM 28.65% 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

Sunbelt Securities's SCHB Position: Q1 2026 in Review

Sunbelt Securities increased its Schwab US Broad Market ETF (SCHB) stake by 43% in Q1 2026, buying an estimated $945 and bringing the position to 119 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Sunbelt Securities first reported a position in SCHB in Q1 2020 and has held it in 11 quarters since. The position peaked at $792K in Q1 2020. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Sunbelt Securities held 119 shares of Schwab US Broad Market ETF worth $2.99K as of Q1 2026.
Sunbelt Securities bought 36 Schwab US Broad Market ETF shares in Q1 2026, an estimated $945.
Schwab US Broad Market ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1814 holding.
Sunbelt Securities first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 11 quarters since.
Sunbelt Securities's Schwab US Broad Market ETF position peaked at $792K in Q1 2020.
1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.