AA Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

AA Financial 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
2025 Q3	–	Sell	-14,169	Closed	-$338K	–	200
2025 Q2	$338K	Buy	14,169 +452	+3%	+$9.96K	0.07%	139
2025 Q1	$295K	Sell	13,717 -3,955	-22%	-$90K	0.07%	134
2024 Q4	$401K	Sell	17,672 -58	-0.3%	-$1.32K	0.11%	115
2024 Q3	$393K	Buy	17,730 +48	+0.3%	+$1.02K	0.11%	114
2024 Q2	$371K	Buy	17,682 +1,563	+10%	+$31.7K	0.13%	114
2024 Q1	$328K	Buy	+16,119	New	+$312K	0.13%	114

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return