25 LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

25 LLC’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
2023 Q3	–	Sell	-558	Closed	-$9.77K	–	448
2023 Q2	$9.77K	Buy	+558	New	+$9.1K	0.01%	150

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

25 LLC's SCHB Position: Q3 2023 in Review

25 LLC sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 558 shares — an estimated $9.77K sold.

25 LLC first reported a position in SCHB in Q2 2023 and held it in 1 quarter. The position peaked at $9.77K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

25 LLC reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 558 Schwab US Broad Market ETF shares in Q3 2023, an estimated $9.77K.
25 LLC first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 1 quarter.
25 LLC's Schwab US Broad Market ETF position peaked at $9.77K in Q2 2023.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.