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Vista Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Vista Capital Partners’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 		$22.2M Sell
765,430
-34,124
-4% -$955K 1.94% 6
2026
Q1 		$20.1M Sell
799,554
-5,434
-0.7% -$143K 2.02% 6
2025
Q4 		$21.1M Sell
804,988
-13,976
-2% -$364K 2.08% 6
2025
Q3 		$21.1M Sell
818,964
-69,495
-8% -$1.72M 2.14% 6
2025
Q2 		$21.2M Buy
888,459
+365,760
+70% +$8.06M 2.32% 6
2025
Q1 		$11.3M Sell
522,699
-7,958
-1% -$181K 1.37% 6
2024
Q4 		$12M Sell
530,657
-30,517
-5% -$697K 1.4% 7
2024
Q3 		$12.4M Sell
561,174
-8,274
-1% -$177K 1.44% 7
2024
Q2 		$11.9M Sell
569,448
-18,444
-3% -$374K 1.48% 7
2024
Q1 		$12M Sell
587,892
-6,366
-1% -$123K 1.5% 7
2023
Q4 		$11M Buy
594,258
+17,856
+3% +$308K 1.47% 7
2023
Q3 		$9.58M Sell
576,402
-41,346
-7% -$716K 1.43% 6
2023
Q2 		$10.6M Sell
617,748
-8,394
-1% -$137K 1.48% 6
2023
Q1 		$9.99M Buy
626,142
+39,873
+7% +$623K 1.47% 6
2022
Q4 		$8.76M Buy
586,269
+236,364
+68% +$3.55M 1.37% 6
2022
Q3 		$4.9M Buy
349,905
+31,854
+10% +$496K 0.84% 7
2022
Q2 		$4.68M Buy
318,051
+1,038
+0.3% +$16.7K 0.76% 7
2022
Q1 		$5.64M Buy
317,013
+112,239
+55% +$1.97M 0.73% 8
2021
Q4 		$3.86M Sell
204,774
-3,018
-1% -$55.5K 0.49% 9
2021
Q3 		$3.6M Sell
207,792
-6,090
-3% -$108K 0.52% 8
2021
Q2 		$3.72M Sell
213,882
-1,734
-0.8% -$29.3K 0.54% 8
2021
Q1 		$3.48M Sell
215,616
-4,272
-2% -$67.3K 0.54% 8
2020
Q4 		$3.33M Sell
219,888
-12,780
-5% -$182K 0.55% 8
2020
Q3 		$3.09M Sell
232,668
-1,776
-0.8% -$23.4K 0.56% 8
2020
Q2 		$2.87M Sell
234,444
-351,102
-60% -$4.05M 0.56% 7
2020
Q1 		$5.9M Buy
585,546
+415,542
+244% +$5.03M 1.4% 6
2019
Q4 		$2.18M Sell
170,004
-5,202
-3% -$63.8K 0.41% 8
2019
Q3 		$2.07M Sell
175,206
-2,994
-2% -$35.4K 0.41% 9
2019
Q2 		$2.1M Sell
178,200
-4,050
-2% -$46.8K 0.42% 9
2019
Q1 		$2.07M Sell
182,250
-410,196
-69% -$4.48M 0.43% 8
2018
Q4 		$5.92M Buy
592,446
+526,308
+796% +$5.69M 1.39% 6
2018
Q3 		$776K Sell
66,138
-936
-1% -$10.8K 0.16% 21
2018
Q2 		$737K Sell
67,074
-228
-0.3% -$2.49K 0.16% 19
2018
Q1 		$716K Buy
67,302
+6,162
+10% +$67.7K 0.16% 20
2017
Q4 		$657K Buy
61,140
+1,704
+3% +$17.9K 0.15% 19
2017
Q3 		$603K Sell
59,436
-5,628
-9% -$55.9K 0.15% 22
2017
Q2 		$634K Buy
65,064
+1,962
+3% +$18.9K 0.16% 19
2017
Q1 		$600K Buy
63,102
+3,162
+5% +$29.7K 0.16% 19
2016
Q4 		$541K Buy
59,940
+2,676
+5% +$23.6K 0.15% 22
2016
Q3 		$499K Buy
57,264
+5,028
+10% +$43.6K 0.14% 23
2016
Q2 		$438K Buy
52,236
+4,746
+10% +$39.4K 0.13% 19
2016
Q1 		$390K Buy
47,490
+2,796
+6% +$21.7K 0.12% 21
2015
Q4 		$365K Buy
44,694
+1,308
+3% +$10.8K 0.11% 23
2015
Q3 		$335K Sell
43,386
-21,078
-33% -$173K 0.11% 24
2015
Q2 		$540K Buy
64,464
+5,022
+8% +$42.9K 0.17% 17
2015
Q1 		$500K Buy
59,442
+1,872
+3% +$15.7K 0.15% 18
2014
Q4 		$478K Buy
57,570
+30,678
+114% +$248K 0.15% 18
2014
Q3 		$213K Sell
26,892
-5,712
-18% -$45.7K 0.07% 41
2014
Q2 		$259K Buy
32,604
+1,596
+5% +$12.3K 0.08% 37
2014
Q1 		$236K Buy
31,008
+3,726
+14% +$27.9K 0.08% 40
2013
Q4 		$205K Buy
+27,282
New +$196K 0.07% 40

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 $104B AUM 28.3% 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

Vista Capital Partners's SCHB Position: Q2 2026 in Review

Vista Capital Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q2 2026, selling an estimated $955K and leaving 765,430 shares worth $22.2M. The position accounts for 1.94% of the portfolio, ranked #6.

Vista Capital Partners first reported a position in SCHB in Q4 2013 and has held it in 51 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vista Capital Partners held 765,430 shares of Schwab US Broad Market ETF worth $22.2M as of Q2 2026.
  • Vista Capital Partners sold 34,124 Schwab US Broad Market ETF shares in Q2 2026, an estimated $955K.
  • Schwab US Broad Market ETF made up 1.94% of Vista Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Vista Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.