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Access Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Access Financial Services’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
-14,823
Closed -$353K – 108
2025
Q2 		$353K Sell
14,823
-400
-3% -$8.81K 0.13% 86
2025
Q1 		$328K Buy
15,223
+415
+3% +$9.44K 0.13% 85
2024
Q4 		$336K Buy
+14,808
New +$338K 0.15% 89
2019
Q1 		– Sell
-68,040
Closed -$680K – 73
2018
Q4 		$680K Buy
+68,040
New +$736K 0.61% 41

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
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 $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Access Financial Services's SCHB Position: Q3 2025 in Review

Access Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 14,823 shares — an estimated $353K sold.

Access Financial Services first reported a position in SCHB in Q4 2018 and held it in 4 quarters. The position peaked at $680K in Q4 2018. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Access Financial Services reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Access Financial Services sold 14,823 Schwab US Broad Market ETF shares in Q3 2025, an estimated $353K.
  • Access Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 4 quarters.
  • Access Financial Services's Schwab US Broad Market ETF position peaked at $680K in Q4 2018.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Access Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.