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U.S. Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

U.S. Capital Wealth 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 		$348K Buy
13,881
+11
+0.1% +$289 0.01% 775
2025
Q4 		$364K Buy
13,870
+11
+0.1% +$286 0.01% 746
2025
Q3 		$356K Sell
13,859
-32
-0.2% -$792 0.01% 723
2025
Q2 		$331K Sell
13,891
-3,099
-18% -$68.3K 0.01% 694
2025
Q1 		$366K Buy
16,990
+3,009
+22% +$68.4K 0.01% 651
2024
Q4 		$317K Buy
13,981
+2,569
+23% +$58.7K 0.01% 671
2024
Q3 		$253K Hold
11,412
– – 0.01% 624
2024
Q2 		$239K Sell
11,412
-28,371
-71% -$575K 0.01% 613
2024
Q1 		$810K Buy
39,783
+30
+0.1% +$581 0.03% 379
2023
Q4 		$738K Hold
39,753
– – 0.03% 384
2023
Q3 		$661K Sell
39,753
-1,413
-3% -$24.5K 0.03% 377
2023
Q2 		$709K Sell
41,166
-564
-1% -$9.19K 0.03% 381
2023
Q1 		$666K Hold
41,730
– – 0.03% 382
2022
Q4 		$623K Sell
41,730
-339
-0.8% -$5.09K 0.03% 415
2022
Q3 		$589K Sell
42,069
-1,386
-3% -$21.6K 0.03% 412
2022
Q2 		$640K Buy
43,455
+2,940
+7% +$47.2K 0.03% 420
2022
Q1 		$721K Sell
40,515
-843
-2% -$14.8K 0.03% 444
2021
Q4 		$779K Buy
41,358
+26,886
+186% +$495K 0.03% 440
2021
Q3 		$251K Buy
+14,472
New +$257K 0.01% 646

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 $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

U.S. Capital Wealth Advisors's SCHB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q1 2026, buying an estimated $289 and bringing the position to 13,881 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #775.

U.S. Capital Wealth Advisors first reported a position in SCHB in Q3 2021 and has held it in 19 quarters since. The position peaked at $810K in Q1 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • U.S. Capital Wealth Advisors held 13,881 shares of Schwab US Broad Market ETF worth $348K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 11 Schwab US Broad Market ETF shares in Q1 2026, an estimated $289.
  • Schwab US Broad Market ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #775 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Schwab US Broad Market ETF position peaked at $810K in Q1 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.