Advisor Resource Council’s Schwab US Broad Market ETF SCHB Stock Holding History

Advisor Resource Council’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	–	Sell	-60,648	Closed	-$1.2M	–	503
2025 Q1	$1.2M	Buy	+60,648	New	+$1.38M	0.1%	217
2024 Q1	–	Sell	-38,796	Closed	-$720K	–	466
2023 Q4	$720K	Buy	+38,796	New	+$670K	0.08%	228
2022 Q3	–	Sell	-35,880	Closed	-$529K	–	430
2022 Q2	$529K	Buy	+35,880	New	+$576K	0.05%	279
2022 Q1	–	Sell	-35,880	Closed	-$676K	–	470
2021 Q4	$676K	Buy	+35,880	New	+$660K	0.05%	287
2021 Q3	–	Sell	-35,880	Closed	-$624K	–	431
2021 Q2	$624K	Buy	+35,880	New	+$607K	0.07%	275

Other funds holding SCHB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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 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

Advisor Resource Council's SCHB Position: Q2 2025 in Review

Advisor Resource Council sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 60,648 shares — an estimated $1.2M sold.

Advisor Resource Council first reported a position in SCHB in Q2 2021 and held it in 5 quarters. The position peaked at $1.2M in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Advisor Resource Council reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 60,648 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.2M.
Advisor Resource Council first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Schwab US Broad Market ETF position peaked at $1.2M in Q1 2025.
1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.