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Warm Springs Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Warm Springs 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
-16,150
Closed -$424K – 51
2025
Q4 		$424K Sell
16,150
-36,030
-69% -$938K 0.33% 42
2025
Q3 		$1.34M Buy
+52,180
New +$1.29M 1.02% 26

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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 $481B AUM 26.39% 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

Warm Springs Advisors's SCHB Position: Q1 2026 in Review

Warm Springs Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 16,150 shares — an estimated $424K sold.

Warm Springs Advisors first reported a position in SCHB in Q3 2025 and held it in 2 quarters. The position peaked at $1.34M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Warm Springs Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Warm Springs Advisors sold 16,150 Schwab US Broad Market ETF shares in Q1 2026, an estimated $424K.
  • Warm Springs Advisors first reported a position in Schwab US Broad Market ETF in Q3 2025 and held it in 2 quarters.
  • Warm Springs Advisors's Schwab US Broad Market ETF position peaked at $1.34M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.