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Virtue Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Virtue Capital Management’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 		$234K Sell
8,090
-3,543
-30% -$99.2K 0.03% 317
2026
Q1 		$284K Buy
11,633
+1
+0% +$26 0.04% 265
2025
Q4 		$306K Buy
11,632
+3,595
+45% +$93.6K 0.05% 240
2025
Q3 		$256K Buy
+8,037
New +$199K 0.04% 262
2025
Q2 		– Sell
-12,227
Closed -$263K – 441
2025
Q1 		$263K Buy
+12,227
New +$278K 0.03% 386
2024
Q3 		– Sell
-39,870
Closed -$856K – 364
2024
Q2 		$856K Sell
39,870
-4,017
-9% -$81.4K 0.15% 127
2024
Q1 		$873K Sell
43,887
-7,074
-14% -$137K 0.16% 119
2023
Q4 		$928K Sell
50,961
-78,165
-61% -$1.35M 0.19% 102
2023
Q3 		$2.22M Hold
129,126
– – 0.38% 50
2023
Q2 		$2.22M Sell
129,126
-16,455
-11% -$268K 0.38% 50
2023
Q1 		$2.28M Buy
145,581
+36,597
+34% +$572K 0.37% 42
2022
Q4 		$1.63M Buy
108,984
+60,162
+123% +$904K 0.25% 61
2022
Q3 		$683K Buy
48,822
+29,268
+150% +$455K 0.11% 83
2022
Q2 		$288K Sell
19,554
-156,348
-89% -$2.51M 0.05% 191
2022
Q1 		$3.13M Sell
175,902
-37,986
-18% -$667K 0.49% 35
2021
Q4 		$4.03M Buy
213,888
+22,422
+12% +$413K 0.59% 31
2021
Q3 		$3.31M Buy
191,466
+2,514
+1% +$44.7K 0.59% 28
2021
Q2 		$3.28M Buy
188,952
+33,372
+21% +$565K 0.66% 26
2021
Q1 		$2.51M Buy
+155,580
New +$2.45M 0.59% 35

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

Virtue Capital Management's SCHB Position: Q2 2026 in Review

Virtue Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2026, selling an estimated $99.2K and leaving 8,090 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #317.

Virtue Capital Management first reported a position in SCHB in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.03M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Virtue Capital Management held 8,090 shares of Schwab US Broad Market ETF worth $234K as of Q2 2026.
  • Virtue Capital Management sold 3,543 Schwab US Broad Market ETF shares in Q2 2026, an estimated $99.2K.
  • Schwab US Broad Market ETF made up 0.03% of Virtue Capital Management's portfolio in Q2 2026, its #317 holding.
  • Virtue Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 19 quarters since.
  • Virtue Capital Management's Schwab US Broad Market ETF position peaked at $4.03M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.