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ARK & TLK Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

ARK & TLK Investments’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 		$2.93M Buy
116,811
+31,464
+37% +$826K 0.8% 21
2025
Q4 		$2.24M Sell
85,347
-222
-0.3% -$5.78K 0.62% 24
2025
Q3 		$2.2M Hold
85,569
– – 0.7% 22
2025
Q2 		$2.04M Sell
85,569
-153
-0.2% -$3.37K 0.65% 25
2025
Q1 		$1.85M Hold
85,722
– – 0.65% 28
2024
Q4 		$1.95M Hold
85,722
– – 0.68% 24
2024
Q3 		$1.9M Sell
85,722
-120
-0.1% -$2.56K 0.68% 24
2024
Q2 		$1.8M Hold
85,842
– – 0.67% 24
2024
Q1 		$1.75M Hold
85,842
– – 0.68% 26
2023
Q4 		$1.59M Buy
+85,842
New +$1.48M 0.64% 27

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Betterment LLC
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R
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SCM
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UBS AM
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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