USCWA
SCHB icon

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
2022
Q1 		– Sell
-240,000
Closed -$1.31M – 747
2021
Q4 		$1.31M Buy
+240,000
New +$4.42M 0.05% 346

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.