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

ACAS 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
2025
Q2 		$600K Sell
24,081
-75
-0.3% -$1.65K 0.4% 47
2025
Q1 		$519K Sell
24,156
-600
-2% -$13.6K 0.4% 46
2024
Q4 		$581K Sell
24,756
-36
-0.1% -$822 0.43% 45
2024
Q3 		$550K Sell
24,792
-87
-0.3% -$1.86K 0.45% 42
2024
Q2 		$531K Buy
24,879
+192
+0.8% +$3.89K 0.46% 42
2024
Q1 		$502K Sell
24,687
-183
-0.7% -$3.54K 0.49% 43
2023
Q4 		$462K Sell
24,870
-57
-0.2% -$984 0.53% 40
2023
Q3 		$414K Sell
24,927
-1,455
-6% -$25.2K 0.51% 45
2023
Q2 		$455K Sell
26,382
-2,253
-8% -$36.7K 0.61% 38
2023
Q1 		$457K Sell
28,635
-882
-3% -$13.8K 0.66% 39
2022
Q4 		$441K Buy
+29,517
New +$444K 0.68% 38
2022
Q2 		$483K Sell
29,961
-426
-1% -$6.84K 0.72% 33
2022
Q1 		$541K Sell
30,387
-4,269
-12% -$74.9K 0.73% 35
2021
Q4 		$653K Sell
34,656
-168
-0.5% -$3.09K 0.84% 33
2021
Q3 		$603K Sell
34,824
-534
-2% -$9.5K 0.84% 31
2021
Q2 		$614K Sell
35,358
-600
-2% -$10.2K 0.87% 31
2021
Q1 		$580K Buy
+35,958
New +$567K 0.91% 31

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

ACAS LLC's SCHB Position: Q2 2025 in Review

ACAS LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q2 2025, selling an estimated $1.65K and leaving 24,081 shares worth $600K. The position accounts for 0.4% of the portfolio, ranked #47.

ACAS LLC first reported a position in SCHB in Q1 2021 and has held it in 17 quarters since. The position peaked at $653K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • ACAS LLC held 24,081 shares of Schwab US Broad Market ETF worth $600K as of Q2 2025.
  • ACAS LLC sold 75 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.65K.
  • Schwab US Broad Market ETF made up 0.4% of ACAS LLC's portfolio in Q2 2025, its #47 holding.
  • ACAS LLC first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 17 quarters since.
  • ACAS LLC's Schwab US Broad Market ETF position peaked at $653K in Q4 2021.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.