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B&D White Capital Company’s Schwab US Broad Market ETF SCHB Stock Holding History

B&D White Capital Company’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
Q4 		– Sell
-67,881
Closed -$1.75M – 82
2025
Q3 		$1.75M Buy
67,881
+4,212
+7% +$104K 0.22% 51
2025
Q2 		$1.52M Buy
63,669
+36
+0.1% +$793 0.23% 52
2025
Q1 		$1.37M Sell
63,633
-3,668
-5% -$83.4K 0.2% 42
2024
Q4 		$1.53M Buy
67,301
+1,367
+2% +$31.2K 0.26% 33
2024
Q3 		$1.46M Buy
65,934
+5,343
+9% +$114K 0.25% 39
2024
Q2 		$1.27M Buy
60,591
+1,053
+2% +$21.3K 0.27% 20
2024
Q1 		$1.21M Buy
59,538
+198
+0.3% +$3.83K 0.27% 29
2023
Q4 		$1.1M Buy
59,340
+2,409
+4% +$41.6K 0.34% 30
2023
Q3 		$946K Buy
56,931
+558
+1% +$9.66K 0.35% 31
2023
Q2 		$971K Buy
56,373
+6
+0% +$98 0.34% 33
2023
Q1 		$899K Buy
56,367
+6,645
+13% +$104K 0.3% 35
2022
Q4 		$743K Buy
49,722
+32,295
+185% +$485K 0.19% 51
2022
Q3 		$243K Buy
17,427
+2,883
+20% +$44.8K 0.09% 54
2022
Q2 		$214K Buy
14,544
+69
+0.5% +$1.11K 0.09% 46
2022
Q1 		$257K Buy
14,475
+207
+1% +$3.63K 0.08% 55
2021
Q4 		$268K Buy
14,268
+912
+7% +$16.8K 0.09% 50
2021
Q3 		$231K Sell
13,356
-498
-4% -$8.86K 0.09% 70
2021
Q2 		$240K Buy
+13,854
New +$234K 0.11% 40
2021
Q1 		– Sell
-11,910
Closed -$180K – 75
2020
Q4 		$180K Buy
+11,910
New +$170K 0.1% 41

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

B&D White Capital Company's SCHB Position: Q4 2025 in Review

B&D White Capital Company sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 67,881 shares — an estimated $1.75M sold.

B&D White Capital Company first reported a position in SCHB in Q4 2020 and held it in 19 quarters. The position peaked at $1.75M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • B&D White Capital Company reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • B&D White Capital Company sold 67,881 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.75M.
  • B&D White Capital Company first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 19 quarters.
  • B&D White Capital Company's Schwab US Broad Market ETF position peaked at $1.75M in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on B&D White Capital Company's 13F filing for Q4 2025, filed 13 Feb 2026.