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AlphaQ Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

AlphaQ Advisors’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
Q1 		$371K Buy
17,248
+62
+0.4% +$1.41K 0.89% 28
2024
Q4 		$390K Buy
17,186
+542
+3% +$12.4K 1.07% 24
2024
Q3 		$369K Buy
16,644
+345
+2% +$7.37K 1.02% 23
2024
Q2 		$342K Buy
16,299
+36
+0.2% +$729 1% 25
2024
Q1 		$331K Sell
16,263
-138
-0.8% -$2.67K 0.2% 110
2023
Q4 		$304K Buy
+16,401
New +$283K 0.21% 116

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
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

AlphaQ Advisors's SCHB Position: Q1 2025 in Review

AlphaQ Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.36% in Q1 2025, buying an estimated $1.41K and bringing the position to 17,248 shares worth $371K. The position accounts for 0.89% of the portfolio, ranked #28.

AlphaQ Advisors first reported a position in SCHB in Q4 2023 and has held it in 6 quarters since. The position peaked at $390K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • AlphaQ Advisors held 17,248 shares of Schwab US Broad Market ETF worth $371K as of Q1 2025.
  • AlphaQ Advisors bought 62 Schwab US Broad Market ETF shares in Q1 2025, an estimated $1.41K.
  • Schwab US Broad Market ETF made up 0.89% of AlphaQ Advisors's portfolio in Q1 2025, its #28 holding.
  • AlphaQ Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 6 quarters since.
  • AlphaQ Advisors's Schwab US Broad Market ETF position peaked at $390K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.