Aspire Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspire Capital 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	$4.07M	Buy	162,115 +899	+0.6%	+$23.6K	0.92%	28
2025 Q4	$4.23M	Buy	161,216 +879	+0.5%	+$22.9K	0.99%	28
2025 Q3	$4.12M	Sell	160,337 -1,600	-1%	-$39.6K	1.02%	27
2025 Q2	$3.86M	Sell	161,937 -5,752	-3%	-$127K	1.07%	26
2025 Q1	$3.61M	Sell	167,689 -2,345	-1%	-$53.3K	1.08%	27
2024 Q4	$3.86M	Sell	170,034 -14,583	-8%	-$333K	1.1%	26
2024 Q3	$4.09M	Sell	184,617 -114	-0.1%	-$2.43K	1.22%	25
2024 Q2	$3.87M	Sell	184,731 -68,868	-27%	-$1.4M	1.27%	24
2024 Q1	$5.16M	Buy	253,599 +37,746	+17%	+$730K	1.74%	17
2023 Q4	$4.01M	Buy	215,853 +42,246	+24%	+$730K	1.63%	19
2023 Q3	$2.88M	Buy	173,607 +3	+0%	+$52	1.31%	22
2023 Q2	$2.99M	Sell	173,604 -813	-0.5%	-$13.3K	1.45%	20
2023 Q1	$2.78M	Sell	174,417 -1,800	-1%	-$28.1K	1.46%	19
2022 Q4	$2.63M	Sell	176,217 -684	-0.4%	-$10.3K	1.5%	19
2022 Q3	$2.48M	Sell	176,901 -2,496	-1%	-$38.8K	1.96%	14
2022 Q2	$2.64M	Sell	179,397 -6,042	-3%	-$97K	2%	14
2022 Q1	$3.3M	Buy	+185,439	New	+$3.26M	3.14%	9

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