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Your Advocates Ltd’s Schwab US Broad Market ETF SCHB Stock Holding History

Your Advocates Ltd’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 		$535K Sell
18,482
-1,065
-5% -$29.8K 0.15% 20
2026
Q1 		$491K Buy
19,547
+48
+0.2% +$1.26K 0.15% 20
2025
Q4 		$511K Buy
19,499
+1,424
+8% +$37.1K 0.17% 20
2025
Q3 		$465K Buy
18,075
+49
+0.3% +$1.21K 0.16% 21
2025
Q2 		$430K Buy
18,026
+50
+0.3% +$1.1K 0.15% 20
2025
Q1 		$387K Buy
17,976
+52
+0.3% +$1.18K 0.15% 22
2024
Q4 		$407K Buy
17,924
+1,169
+7% +$26.7K 0.16% 21
2024
Q3 		$372K Buy
16,755
+105
+0.6% +$2.24K 0.15% 22
2024
Q2 		$349K Hold
16,650
– – 0.15% 24
2024
Q1 		$339K Buy
16,650
+51
+0.3% +$987 0.14% 25
2023
Q4 		$308K Buy
16,599
+69
+0.4% +$1.19K 0.12% 26
2023
Q3 		$275K Buy
16,530
+63
+0.4% +$1.09K 0.16% 29
2023
Q2 		$284K Buy
16,467
+60
+0.4% +$978 0.15% 28
2023
Q1 		$262K Buy
16,407
+63
+0.4% +$985 0.14% 28
2022
Q4 		$244K Buy
16,344
+75
+0.5% +$1.13K 0.14% 29
2022
Q3 		$228K Buy
+16,269
New +$253K 0.14% 27

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

Your Advocates Ltd's SCHB Position: Q2 2026 in Review

Your Advocates Ltd reduced its Schwab US Broad Market ETF (SCHB) stake by 5.4% in Q2 2026, selling an estimated $29.8K and leaving 18,482 shares worth $535K. The position accounts for 0.15% of the portfolio, ranked #20.

Your Advocates Ltd first reported a position in SCHB in Q3 2022 and has held it in 16 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Your Advocates Ltd held 18,482 shares of Schwab US Broad Market ETF worth $535K as of Q2 2026.
  • Your Advocates Ltd sold 1,065 Schwab US Broad Market ETF shares in Q2 2026, an estimated $29.8K.
  • Schwab US Broad Market ETF made up 0.15% of Your Advocates Ltd's portfolio in Q2 2026, its #20 holding.
  • Your Advocates Ltd first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.