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

Victrix Investment 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 		– Sell
-7,706
Closed -$202K – 113
2025
Q4 		$202K Buy
+7,706
New +$201K 0.08% 104
2025
Q3 		– Sell
-9,119
Closed -$217K – 87
2025
Q2 		$217K Buy
+9,119
New +$201K 0.1% 99

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Betterment LLC
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R
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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

Victrix Investment Advisors's SCHB Position: Q1 2026 in Review

Victrix Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 7,706 shares — an estimated $202K sold.

Victrix Investment Advisors first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Victrix Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 7,706 Schwab US Broad Market ETF shares in Q1 2026, an estimated $202K.
  • Victrix Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Victrix Investment Advisors's Schwab US Broad Market ETF position peaked at $217K in Q2 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Victrix Investment Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.