AMM
SCHB icon

American Money Management’s Schwab US Broad Market ETF SCHB Stock Holding History

American Money 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
2026
Q1 		$422K Hold
16,800
– – 0.07% 107
2025
Q4 		$441K Hold
16,800
– – 0.07% 104
2025
Q3 		$432K Sell
16,800
-150
-0.9% -$3.71K 0.07% 105
2025
Q2 		$404K Hold
16,950
– – 0.07% 105
2025
Q1 		$365K Hold
16,950
– – 0.07% 107
2024
Q4 		$385K Hold
16,950
– – 0.08% 107
2024
Q3 		$376K Hold
16,950
– – 0.08% 108
2024
Q2 		$355K Hold
16,950
– – 0.08% 110
2024
Q1 		$345K Hold
16,950
– – 0.07% 110
2023
Q4 		$315K Hold
16,950
– – 0.07% 112
2023
Q3 		$282K Hold
16,950
– – 0.07% 112
2023
Q2 		$292K Hold
16,950
– – 0.07% 114
2023
Q1 		$270K Sell
16,950
-1,308
-7% -$20.5K 0.07% 116
2022
Q4 		$273K Buy
18,258
+3
+0% +$45 0.08% 115
2022
Q3 		$256K Buy
18,255
+3
+0% +$47 0.08% 116
2022
Q2 		$269K Buy
18,252
+3
+0% +$48 0.08% 114
2022
Q1 		$325K Sell
18,249
-3
-0% -$53 0.09% 112
2021
Q4 		$344K Buy
18,252
+6
+0% +$110 0.09% 114
2021
Q3 		$316K Buy
+18,246
New +$325K 0.09% 117

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return