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Astoria Portfolio Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Astoria Portfolio 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
2025
Q1 		– Sell
-10,173
Closed -$230K – 255
2024
Q4 		$230K Sell
10,173
-20,319
-67% -$464K 0.08% 193
2024
Q3 		$228K Buy
30,492
+20,340
+200% +$434K 0.08% 186
2024
Q2 		$213K Buy
+10,152
New +$206K 0.08% 176
2023
Q2 		– Sell
-16,107
Closed -$256K – 199
2023
Q1 		$256K Sell
16,107
-264
-2% -$4.13K 0.11% 157
2022
Q4 		$254K Sell
16,371
-816
-5% -$12.3K 0.12% 168
2022
Q3 		$241K Sell
17,187
-381
-2% -$5.93K 0.16% 135
2022
Q2 		$259K Sell
17,568
-144
-0.8% -$2.31K 0.19% 129
2022
Q1 		$315K Sell
17,712
-2,154
-11% -$37.8K 0.25% 83
2021
Q4 		$374K Buy
+19,866
New +$365K 0.3% 89

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Astoria Portfolio Advisors's SCHB Position: Q1 2025 in Review

Astoria Portfolio Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 10,173 shares — an estimated $230K sold.

Astoria Portfolio Advisors first reported a position in SCHB in Q4 2021 and held it in 9 quarters. The position peaked at $374K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Astoria Portfolio Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 10,173 Schwab US Broad Market ETF shares in Q1 2025, an estimated $230K.
  • Astoria Portfolio Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 9 quarters.
  • Astoria Portfolio Advisors's Schwab US Broad Market ETF position peaked at $374K in Q4 2021.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.