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West Paces Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

West Paces 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
Q2 		$2.81M Sell
97,156
-1,472
-1% -$41.2K 0.47% 30
2026
Q1 		$2.48M Sell
98,628
-22,635
-19% -$594K 0.48% 29
2025
Q4 		$3.18M Sell
121,263
-1,765
-1% -$45.9K 0.62% 23
2025
Q3 		$3.16M Sell
123,028
-3,080
-2% -$76.2K 0.63% 24
2025
Q2 		$3.01M Buy
126,108
+19,725
+19% +$434K 0.64% 23
2025
Q1 		$2.29M Buy
106,383
+840
+0.8% +$19.1K 0.52% 25
2024
Q4 		$2.4M Sell
105,543
-450
-0.4% -$10.3K 0.58% 24
2024
Q3 		$2.35M Sell
105,993
-1,860
-2% -$39.7K 0.58% 25
2024
Q2 		$2.26M Sell
107,853
-2,250
-2% -$45.6K 0.59% 26
2024
Q1 		$2.24M Sell
110,103
-4,155
-4% -$80.4K 0.59% 23
2023
Q4 		$2.12M Hold
114,258
– – 0.6% 24
2023
Q3 		$1.9M Sell
114,258
-4,155
-4% -$71.9K 0.59% 25
2023
Q2 		$2.04M Sell
118,413
-1,092
-0.9% -$17.8K 0.6% 24
2023
Q1 		$1.91M Sell
119,505
-17,745
-13% -$277K 0.59% 24
2022
Q4 		$2.05M Buy
137,250
+15,858
+13% +$238K 0.65% 23
2022
Q3 		$1.7M Sell
121,392
-67,050
-36% -$1.04M 0.6% 23
2022
Q2 		$2.78M Buy
188,442
+85,605
+83% +$1.37M 0.94% 18
2022
Q1 		$1.83M Sell
102,837
-7,215
-7% -$127K 0.57% 24
2021
Q4 		$2.07M Sell
110,052
-1,242
-1% -$22.9K 0.65% 24
2021
Q3 		$1.93M Sell
111,294
-870
-0.8% -$15.5K 0.68% 21
2021
Q2 		$1.95M Sell
112,164
-1,260
-1% -$21.3K 0.72% 21
2021
Q1 		$1.83M Sell
113,424
-3,588
-3% -$56.6K 0.73% 20
2020
Q4 		$1.77M Hold
117,012
– – 0.79% 18
2020
Q3 		$1.55M Sell
117,012
-1,380
-1% -$18.1K 0.79% 19
2020
Q2 		$1.45M Sell
118,392
-2,202
-2% -$25.4K 0.78% 19
2020
Q1 		$1.21M Buy
120,594
+23,082
+24% +$279K 0.77% 23
2019
Q4 		$1.25M Buy
97,512
+990
+1% +$12.1K 0.68% 29
2019
Q3 		$1.14M Hold
96,522
– – 0.68% 31
2019
Q2 		$1.13M Sell
96,522
-5,280
-5% -$61K 0.71% 30
2019
Q1 		$1.15M Sell
101,802
-11,820
-10% -$129K 0.81% 24
2018
Q4 		$1.13M Buy
113,622
+58,422
+106% +$632K 0.88% 25
2018
Q3 		$648K Buy
55,200
+29,778
+117% +$343K 0.47% 53
2018
Q2 		$280K Buy
25,422
+42
+0.2% +$459 0.21% 86
2018
Q1 		$270K Sell
25,380
-1,500
-6% -$16.5K 0.2% 82
2017
Q4 		$289K Hold
26,880
– – 0.21% 85
2017
Q3 		$273K Sell
26,880
-1,146
-4% -$11.4K 0.21% 87
2017
Q2 		$273K Sell
28,026
-1,200
-4% -$11.6K 0.22% 89
2017
Q1 		$278K Sell
29,226
-4,200
-13% -$39.4K 0.22% 85
2016
Q4 		$302K Buy
+33,426
New +$294K 0.28% 79

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

West Paces Advisors's SCHB Position: Q2 2026 in Review

West Paces Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q2 2026, selling an estimated $41.2K and leaving 97,156 shares worth $2.81M. The position accounts for 0.47% of the portfolio, ranked #30.

West Paces Advisors first reported a position in SCHB in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.18M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • West Paces Advisors held 97,156 shares of Schwab US Broad Market ETF worth $2.81M as of Q2 2026.
  • West Paces Advisors sold 1,472 Schwab US Broad Market ETF shares in Q2 2026, an estimated $41.2K.
  • Schwab US Broad Market ETF made up 0.47% of West Paces Advisors's portfolio in Q2 2026, its #30 holding.
  • West Paces Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's Schwab US Broad Market ETF position peaked at $3.18M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.