Aspiriant LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspiriant LLC’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	$2M	Hold	79,715	–	–	0.06%	109
2025 Q4	$2.09M	Buy	79,715 +1,875	+2%	+$48.8K	0.06%	108
2025 Q3	$2M	Hold	77,840	–	–	0.06%	102
2025 Q2	$1.85M	Hold	77,840	–	–	0.06%	106
2025 Q1	$1.68M	Buy	77,840 +3,596	+5%	+$81.8K	0.06%	106
2024 Q4	$1.69M	Sell	74,244 -3,909	-5%	-$89.3K	0.06%	105
2024 Q3	$1.73M	Buy	78,153 +3,909	+5%	+$83.5K	0.07%	104
2024 Q2	$1.56M	Sell	74,244 -108	-0.1%	-$2.19K	0.06%	103
2024 Q1	$1.51M	Hold	74,352	–	–	0.06%	112
2023 Q4	$1.38M	Hold	74,352	–	–	0.06%	117
2023 Q3	$1.24M	Hold	74,352	–	–	0.06%	118
2023 Q2	$1.28M	Buy	74,352 +1,584	+2%	+$25.8K	0.06%	113
2023 Q1	$1.16M	Hold	72,768	–	–	0.06%	122
2022 Q4	$1.09M	Sell	72,768 -3,414	-4%	-$51.3K	0.06%	124
2022 Q3	$1.07M	Buy	76,182 +1,740	+2%	+$27.1K	0.05%	115
2022 Q2	$1.1M	Buy	74,442 +48	+0.1%	+$770	0.05%	115
2022 Q1	$1.32M	Buy	74,394 +912	+1%	+$16K	0.07%	114
2021 Q4	$1.38M	Buy	+73,482	New	+$1.35M	0.07%	111

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