AWA
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Aquire Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Aquire Wealth 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
2026
Q1 		$581K Buy
23,143
+240
+1% +$6.3K 0.15% 32
2025
Q4 		$601K Sell
22,903
-2,358
-9% -$61.4K 0.16% 30
2025
Q3 		$649K Hold
25,261
– – 0.16% 29
2025
Q2 		$602K Hold
25,261
– – 0.16% 29
2025
Q1 		$544K Hold
25,261
– – 0.17% 30
2024
Q4 		$573K Sell
25,261
-1,682
-6% -$38.4K 0.18% 30
2024
Q3 		$597K Hold
26,943
– – 0.19% 29
2024
Q2 		$565K Hold
26,943
– – 0.19% 31
2024
Q1 		$548K Buy
26,943
+273
+1% +$5.28K 0.19% 32
2023
Q4 		$495K Sell
26,670
-510
-2% -$8.81K 0.19% 30
2023
Q3 		$452K Hold
27,180
– – 0.19% 29
2023
Q2 		$468K Hold
27,180
– – 0.19% 29
2023
Q1 		$434K Hold
27,180
– – 0.19% 30
2022
Q4 		$406K Hold
27,180
– – 0.2% 29
2022
Q3 		$380K Hold
27,180
– – 0.22% 29
2022
Q2 		$400K Buy
27,180
+150
+0.6% +$2.41K 0.23% 28
2022
Q1 		$481K Buy
27,030
+438
+2% +$7.69K 0.26% 30
2021
Q4 		$501K Buy
+26,592
New +$489K 0.26% 29

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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