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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 $52B AUM 24.53% 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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AA Financial Advisors's SCHB Position: Q3 2025 in Review

AA Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 14,169 shares — an estimated $338K sold.

AA Financial Advisors first reported a position in SCHB in Q1 2024 and held it in 6 quarters. The position peaked at $401K in Q4 2024. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • AA Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • AA Financial Advisors sold 14,169 Schwab US Broad Market ETF shares in Q3 2025, an estimated $338K.
  • AA Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 6 quarters.
  • AA Financial Advisors's Schwab US Broad Market ETF position peaked at $401K in Q4 2024.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on AA Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.