AWM
SCHB icon

Accredited Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Accredited Wealth Management’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 		$404K Buy
269,003
+253,311
+1,614% +$6.27M 0.3% 47
2025
Q2 		$374K Sell
15,692
-1,044
-6% -$23K 0.3% 48
2025
Q1 		$360K Sell
16,736
-513
-3% -$11.7K 0.3% 41
2024
Q4 		$392K Buy
+17,249
New +$394K 0.34% 47

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 $15.5B AUM 18.35% 1-Year Est. Return

Accredited Wealth Management's SCHB Position: Q3 2025 in Review

Accredited Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 1,614% in Q3 2025, buying an estimated $6.27M and bringing the position to 269,003 shares worth $404K. The position accounts for 0.3% of the portfolio, ranked #47.

Accredited Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Accredited Wealth Management held 269,003 shares of Schwab US Broad Market ETF worth $404K as of Q3 2025.
  • Accredited Wealth Management bought 253,311 Schwab US Broad Market ETF shares in Q3 2025, an estimated $6.27M.
  • Schwab US Broad Market ETF made up 0.3% of Accredited Wealth Management's portfolio in Q3 2025, its #47 holding.
  • Accredited Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.