Avantax Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Avantax Advisory Services’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 Q2	$1.94M	Buy	81,215 +2,664	+3%	+$58.7K	0.01%	819
2025 Q1	$1.69M	Sell	78,551 -3,884	-5%	-$88.4K	0.01%	835
2024 Q4	$1.87M	Buy	82,435 +10,201	+14%	+$233K	0.01%	743
2024 Q3	$1.6M	Buy	72,234 +3,123	+5%	+$66.7K	0.01%	798
2024 Q2	$1.45M	Buy	69,111 +34,692	+101%	+$703K	0.01%	797
2024 Q1	$700K	Buy	34,419 +6,018	+21%	+$116K	0.01%	894
2023 Q4	$527K	Buy	28,401 +11,751	+71%	+$203K	0.01%	960
2023 Q3	$277K	Buy	16,650 +1,866	+13%	+$32.3K	﹤0.01%	1242
2023 Q2	$255K	Buy	14,784 +1,935	+15%	+$31.5K	﹤0.01%	1272
2023 Q1	$205K	Buy	+12,849	New	+$201K	﹤0.01%	1367
2020 Q4	–	Sell	-20,742	Closed	-$274K	–	1290
2020 Q3	$274K	Buy	+20,742	New	+$273K	﹤0.01%	1068
2019 Q4	–	Sell	-22,176	Closed	-$263K	–	844
2019 Q3	$263K	Sell	22,176 -5,820	-21%	-$68.8K	0.01%	465
2019 Q2	$329K	Sell	27,996 -35,214	-56%	-$407K	0.01%	381
2019 Q1	$717K	Buy	+63,210	New	+$690K	0.04%	226

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Avantax Advisory Services's SCHB Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2025, buying an estimated $58.7K and bringing the position to 81,215 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #819.

Avantax Advisory Services first reported a position in SCHB in Q1 2019 and has held it in 14 quarters since. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Avantax Advisory Services held 81,215 shares of Schwab US Broad Market ETF worth $1.94M as of Q2 2025.
Avantax Advisory Services bought 2,664 Schwab US Broad Market ETF shares in Q2 2025, an estimated $58.7K.
Schwab US Broad Market ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #819 holding.
Avantax Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 14 quarters since.
1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.