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AHL Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

AHL Investment 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 		$7.42M Sell
288,578
-3,718
-1% -$92K 5.07% 5
2025
Q2 		$6.97M Sell
292,296
-2,098
-0.7% -$46.2K 4.65% 5
2025
Q1 		$6.34M Buy
294,394
+8,747
+3% +$199K 4.37% 6
2024
Q4 		$6.48M Sell
285,647
-2,671
-0.9% -$61K 4.54% 6
2024
Q3 		$6.39M Buy
288,318
+38,061
+15% +$813K 4.41% 6
2024
Q2 		$5.24M Buy
250,257
+18,996
+8% +$385K 3.85% 7
2024
Q1 		$4.71M Sell
231,261
-2,190
-0.9% -$42.4K 3.61% 7
2023
Q4 		$4.33M Sell
233,451
-960
-0.4% -$16.6K 3.55% 8
2023
Q3 		$3.9M Sell
234,411
-597
-0.3% -$10.3K 3.47% 8
2023
Q2 		$4.05M Sell
235,008
-1,785
-0.8% -$29.1K 3.6% 8
2023
Q1 		$3.78M Sell
236,793
-9,780
-4% -$153K 3.48% 9
2022
Q4 		$3.68M Sell
246,573
-46,626
-16% -$701K 3.42% 9
2022
Q3 		$4.1M Buy
293,199
+4,761
+2% +$74.1K 4.22% 7
2022
Q2 		$4.25M Buy
288,438
+110,895
+62% +$1.78M 4.28% 6
2022
Q1 		$3.16M Buy
177,543
+79,767
+82% +$1.4M 2.9% 13
2021
Q4 		$1.84M Buy
+97,776
New +$1.8M 1.68% 20

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

AHL Investment Management's SCHB Position: Q3 2025 in Review

AHL Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q3 2025, selling an estimated $92K and leaving 288,578 shares worth $7.42M. The position accounts for 5.07% of the portfolio, ranked #5.

AHL Investment Management first reported a position in SCHB in Q4 2021 and has held it in 16 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • AHL Investment Management held 288,578 shares of Schwab US Broad Market ETF worth $7.42M as of Q3 2025.
  • AHL Investment Management sold 3,718 Schwab US Broad Market ETF shares in Q3 2025, an estimated $92K.
  • Schwab US Broad Market ETF made up 5.07% of AHL Investment Management's portfolio in Q3 2025, its #5 holding.
  • AHL Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.