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Babb Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Babb Wealth 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
Q4 		– Sell
-9,933
Closed -$255K – 21
2025
Q3 		$255K Hold
9,933
– – 0.17% 17
2025
Q2 		$237K Hold
9,933
– – 0.17% 16
2025
Q1 		$214K Sell
9,933
-2,700
-21% -$61.4K 0.17% 18
2024
Q4 		$287K Buy
+12,633
New +$289K 0.23% 18

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
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $869M AUM 23.62% 1-Year Est. Return

Babb Wealth Advisors's SCHB Position: Q4 2025 in Review

Babb Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 9,933 shares — an estimated $255K sold.

Babb Wealth Advisors first reported a position in SCHB in Q4 2024 and held it in 4 quarters. The position peaked at $287K in Q4 2024. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Babb Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Babb Wealth Advisors sold 9,933 Schwab US Broad Market ETF shares in Q4 2025, an estimated $255K.
  • Babb Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 4 quarters.
  • Babb Wealth Advisors's Schwab US Broad Market ETF position peaked at $287K in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Babb Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.