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Aspiring Ventures’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspiring Ventures’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 		$5.16M Buy
205,494
+7,019
+4% +$184K 1.56% 10
2025
Q4 		$5.21M Buy
198,475
+13,666
+7% +$356K 1.77% 9
2025
Q3 		$4.75M Buy
184,809
+19,685
+12% +$487K 1.62% 8
2025
Q2 		$3.93M Buy
165,124
+4,360
+3% +$96K 1.73% 6
2025
Q1 		$3.47M Buy
160,764
+18,943
+13% +$431K 1.93% 6
2024
Q4 		$3.29M Buy
+141,821
New +$3.24M 2.07% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Aspiring Ventures's SCHB Position: Q1 2026 in Review

Aspiring Ventures increased its Schwab US Broad Market ETF (SCHB) stake by 3.5% in Q1 2026, buying an estimated $184K and bringing the position to 205,494 shares worth $5.16M. The position accounts for 1.56% of the portfolio, ranked #10.

Aspiring Ventures first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.21M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Aspiring Ventures held 205,494 shares of Schwab US Broad Market ETF worth $5.16M as of Q1 2026.
  • Aspiring Ventures bought 7,019 Schwab US Broad Market ETF shares in Q1 2026, an estimated $184K.
  • Schwab US Broad Market ETF made up 1.56% of Aspiring Ventures's portfolio in Q1 2026, its #10 holding.
  • Aspiring Ventures first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Aspiring Ventures's Schwab US Broad Market ETF position peaked at $5.21M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Aspiring Ventures's 13F filing for Q1 2026, filed 5 May 2026.