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

AllSquare 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	$1.7K	Hold	66	–	–	﹤0.01%	466
2025 Q2	$1.57K	Hold	66	–	–	﹤0.01%	475
2025 Q1	$1.42K	Hold	66	–	–	﹤0.01%	477
2024 Q4	$1.5K	Hold	66	–	–	﹤0.01%	472
2024 Q3	$1.46K	Hold	66	–	–	﹤0.01%	478
2024 Q2	$1.38K	Hold	66	–	–	﹤0.01%	478
2024 Q1	$1.34K	Hold	66	–	–	﹤0.01%	478
2023 Q4	$1.23K	Hold	66	–	–	﹤0.01%	482
2023 Q3	$1.1K	Hold	66	–	–	﹤0.01%	488
2023 Q2	$1.07K	Sell	66 -780	-92%	-$12.7K	﹤0.01%	501
2023 Q1	$13.5K	Hold	846	–	–	0.01%	340
2022 Q4	$12.6K	Sell	846 -300	-26%	-$4.51K	0.01%	338
2022 Q3	$16K	Hold	1,146	–	–	0.01%	300
2022 Q2	$17K	Sell	1,146 -2,478	-68%	-$39.8K	0.01%	307
2022 Q1	$64K	Buy	3,624 +1,146	+46%	+$20.1K	0.04%	189
2021 Q4	$47K	Hold	2,478	–	–	0.03%	228
2021 Q3	$43K	Hold	2,478	–	–	0.03%	239
2021 Q2	$43K	Hold	2,478	–	–	0.03%	246
2021 Q1	$40K	Hold	2,478	–	–	0.02%	252
2020 Q4	$38K	Hold	2,478	–	–	0.03%	228
2020 Q3	$33K	Hold	2,478	–	–	0.02%	235
2020 Q2	$30K	Hold	2,478	–	–	0.02%	233
2020 Q1	$25K	Hold	2,478	–	–	0.02%	229
2019 Q4	$32K	Sell	2,478 -414	-14%	-$5.08K	0.02%	229
2019 Q3	$34K	Sell	2,892 -6,168	-68%	-$72.9K	0.03%	223
2019 Q2	$107K	Hold	9,060	–	–	0.08%	120
2019 Q1	$103K	Sell	9,060 -1,008	-10%	-$11K	0.08%	125
2018 Q4	$101K	Hold	10,068	–	–	0.08%	116
2018 Q3	$118K	Hold	10,068	–	–	0.09%	108
2018 Q2	$111K	Hold	10,068	–	–	0.08%	115
2018 Q1	$107K	Buy	10,068 +2,478	+33%	+$27.2K	0.08%	103
2017 Q4	$82K	Hold	7,590	–	–	0.06%	117
2017 Q3	$77K	Hold	7,590	–	–	0.06%	118
2017 Q2	$74K	Hold	7,590	–	–	0.08%	64
2017 Q1	$72K	Hold	7,590	–	–	0.06%	113
2016 Q4	$69K	Hold	7,590	–	–	0.06%	116
2016 Q3	$66K	Hold	7,590	–	–	0.06%	105
2016 Q2	$64K	Hold	7,590	–	–	0.06%	100
2016 Q1	$62K	Buy	7,590 +474	+7%	+$3.68K	0.06%	101
2015 Q4	$58K	Hold	7,116	–	–	0.06%	108
2015 Q3	$55K	Hold	7,116	–	–	0.06%	109
2015 Q2	$60K	Sell	7,116 -894	-11%	-$7.64K	0.06%	110
2015 Q1	$67K	Hold	8,010	–	–	0.06%	106
2014 Q4	$67K	Buy	+8,010	New	+$64.9K	0.07%	106

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 $1.36B 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

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

AllSquare Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2025 at 66 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

AllSquare Wealth Management first reported a position in SCHB in Q4 2014 and has held it in 44 quarters since. The position peaked at $118K in Q3 2018. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

AllSquare Wealth Management held 66 shares of Schwab US Broad Market ETF worth $1.7K as of Q3 2025.
AllSquare Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q3 2025.
Schwab US Broad Market ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #466 holding.
AllSquare Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's Schwab US Broad Market ETF position peaked at $118K in Q3 2018.
1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.