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

Adams 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
2026 Q1	$2.07M	Buy	82,652 +2,326	+3%	+$61K	0.46%	61
2025 Q4	$2.11M	Sell	80,326 -7,901	-9%	-$206K	0.45%	62
2025 Q3	$2.27M	Sell	88,227 -25,279	-22%	-$626K	0.49%	58
2025 Q2	$2.7M	Buy	113,506 +23,754	+26%	+$523K	0.52%	53
2025 Q1	$1.93M	Buy	89,752 +3,865	+5%	+$87.9K	0.38%	57
2024 Q4	$1.95M	Buy	85,887 +4,671	+6%	+$107K	0.37%	53
2024 Q3	$1.8M	Buy	81,216 +4,728	+6%	+$101K	0.39%	50
2024 Q2	$1.6M	Sell	76,488 -26,364	-26%	-$534K	0.37%	47
2024 Q1	$2.09M	Buy	102,852 +11,907	+13%	+$230K	0.51%	44
2023 Q4	$1.69M	Buy	90,945 +14,412	+19%	+$249K	0.5%	42
2023 Q3	$1.27M	Sell	76,533 -81	-0.1%	-$1.4K	0.43%	41
2023 Q2	$1.32M	Buy	76,614 +8,448	+12%	+$138K	0.41%	38
2023 Q1	$1.09M	Buy	68,166 +5,007	+8%	+$78.3K	0.35%	43
2022 Q4	$943K	Buy	63,159 +46,782	+286%	+$703K	0.33%	37
2022 Q3	$229K	Buy	+16,377	New	+$255K	0.09%	81
2020 Q4	–	Sell	-432	Closed	-$6K	–	292
2020 Q3	$6K	Buy	+432	New	+$5.68K	﹤0.01%	217

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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