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BOLTON SECURITIES CORPORATION’s Schwab US Broad Market ETF SCHB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$21.8K Buy
+868
New +$22.8K ﹤0.01% 1430
2025
Q3 		$13.2K Buy
+513
New +$12.7K ﹤0.01% 1483
2025
Q1 		$11K Buy
+513
New +$11.7K ﹤0.01% 1414

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Betterment LLC
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Rebalance
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SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHB Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 868 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SCHB as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SCHB in Q1 2025 and has held it in 3 quarters since. 1,326 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 868 shares of Schwab US Broad Market ETF worth $21.8K as of Q1 2026.
  • Schwab US Broad Market ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1430 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.