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

Altus 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
Q2 		– Sell
-33,324
Closed -$717K – 39
2025
Q1 		$717K Buy
33,324
+2,286
+7% +$52K 0.34% 20
2024
Q4 		$705K Buy
31,038
+93
+0.3% +$2.12K 0.32% 23
2024
Q3 		$686K Buy
30,945
+981
+3% +$20.9K 0.32% 21
2024
Q2 		$628K Buy
29,964
+474
+2% +$9.6K 0.3% 22
2024
Q1 		$600K Buy
29,490
+3
+0% +$58 0.32% 21
2023
Q4 		$547K Buy
29,487
+396
+1% +$6.84K 0.33% 19
2023
Q3 		$483K Buy
29,091
+1,557
+6% +$26.9K 0.34% 21
2023
Q2 		$474K Sell
27,534
-822
-3% -$13.4K 0.37% 15
2023
Q1 		$452K Buy
28,356
+1,518
+6% +$23.7K 0.37% 15
2022
Q4 		$401K Buy
26,838
+90
+0.3% +$1.35K 0.35% 16
2022
Q3 		$374K Buy
26,748
+84
+0.3% +$1.31K 0.32% 22
2022
Q2 		$393K Buy
26,664
+1,920
+8% +$30.8K 0.31% 22
2022
Q1 		$440K Buy
24,744
+594
+2% +$10.4K 0.3% 23
2021
Q4 		$455K Buy
24,150
+354
+1% +$6.51K 0.27% 22
2021
Q3 		$412K Buy
23,796
+618
+3% +$11K 0.26% 22
2021
Q2 		$403K Buy
23,178
+402
+2% +$6.8K 0.26% 23
2021
Q1 		$367K Buy
22,776
+2,016
+10% +$31.8K 0.26% 24
2020
Q4 		$315K Buy
20,760
+48
+0.2% +$684 0.24% 22
2020
Q3 		$275K Buy
20,712
+1,878
+10% +$24.7K 0.25% 24
2020
Q2 		$231K Buy
+18,834
New +$217K 0.26% 25
2020
Q1 		– Sell
-19,554
Closed -$251K – 33
2019
Q4 		$251K Buy
+19,554
New +$240K 0.25% 29

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 $1.76B AUM 18.21% 1-Year Est. Return
SG
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
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

Altus Wealth Management's SCHB Position: Q2 2025 in Review

Altus Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 33,324 shares — an estimated $717K sold.

Altus Wealth Management first reported a position in SCHB in Q4 2019 and held it in 21 quarters. The position peaked at $717K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Altus Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Altus Wealth Management sold 33,324 Schwab US Broad Market ETF shares in Q2 2025, an estimated $717K.
  • Altus Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 21 quarters.
  • Altus Wealth Management's Schwab US Broad Market ETF position peaked at $717K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.