Aspiriant LLC
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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
Q3 		$2.1M Sell
71,710
-8,863
-11% -$260K 0.05% 113
2026
Q2 		$2.33M Buy
80,573
+858
+1% +$24K 0.06% 103
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

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Strid Group
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Evensky & Katz
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Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

Aspiriant LLC's SCHB Position: Q3 2026 in Review

Aspiriant LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 11% in Q3 2026, selling an estimated $260K and leaving 71,710 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #113.

Aspiriant LLC first reported a position in SCHB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q2 2026. 1,009 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Aspiriant LLC held 71,710 shares of Schwab US Broad Market ETF worth $2.1M as of Q3 2026.
  • Aspiriant LLC sold 8,863 Schwab US Broad Market ETF shares in Q3 2026, an estimated $260K.
  • Schwab US Broad Market ETF made up 0.05% of Aspiriant LLC's portfolio in Q3 2026, its #113 holding.
  • Aspiriant LLC first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Aspiriant LLC's Schwab US Broad Market ETF position peaked at $2.33M in Q2 2026.
  • 1,009 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.