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

Archvest 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
2025
Q4 		– Sell
-8,542
Closed -$220K – 68
2025
Q3 		$220K Buy
8,542
+25
+0.3% +$619 0.19% 60
2025
Q2 		$203K Buy
+8,517
New +$188K 0.18% 59

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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Archvest Wealth Advisors's SCHB Position: Q4 2025 in Review

Archvest Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 8,542 shares — an estimated $220K sold.

Archvest Wealth Advisors first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Archvest Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 8,542 Schwab US Broad Market ETF shares in Q4 2025, an estimated $220K.
  • Archvest Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Archvest Wealth Advisors's Schwab US Broad Market ETF position peaked at $220K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Archvest Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.