American Investment Services’s Schwab US Broad Market ETF SCHB Stock Holding History

American Investment Services’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
2026 Q1	$2.58M	Sell	102,885 -11,726	-10%	-$308K	0.58%	41
2025 Q4	$3.01M	Buy	+114,611	New	+$2.98M	0.7%	36
2024 Q4	–	Sell	-1,091,007	Closed	-$24.2M	–	161
2024 Q3	$24.2M	Buy	1,091,007 +333	+0%	+$7.11K	4.04%	5
2024 Q2	$22.9M	Sell	1,090,674 -21,600	-2%	-$438K	4.05%	5
2024 Q1	$22.6M	Sell	1,112,274 -30	-0%	-$581	4.01%	5
2023 Q4	$20.6M	Sell	1,112,304 -36	-0%	-$622	3.89%	5
2023 Q3	$18.5M	Buy	1,112,340 +11,703	+1%	+$203K	3.95%	5
2023 Q2	$19M	Buy	1,100,637 +18	+0%	+$293	3.84%	6
2023 Q1	$16.4M	Hold	1,100,619	–	–	3.38%	6
2022 Q4	$16.4M	Buy	1,100,619 +3	+0%	+$45	3.38%	6
2022 Q3	$15.4M	Buy	1,100,616 +39,783	+4%	+$619K	3.67%	6
2022 Q2	$15.6M	Buy	1,060,833 +40,053	+4%	+$643K	3.56%	7
2022 Q1	$18.2M	Buy	1,020,780 +288,000	+39%	+$5.06M	3.99%	6
2021 Q4	$13.8M	Sell	732,780 -84	-0%	-$1.54K	3.02%	9
2021 Q3	$12.7M	Hold	732,864	–	–	2.85%	10
2021 Q2	$12.7M	Hold	732,864	–	–	2.93%	9
2021 Q1	$11.8M	Buy	+732,864	New	+$11.6M	3.2%	8

Other funds holding SCHB

Wealthfront Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return