BPWM
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Badgley Phelps Wealth Managers’s Schwab US Broad Market ETF SCHB Stock Holding History

Badgley Phelps Wealth Managers’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 		$272K Sell
10,853
-500
-4% -$13.1K 0.01% 291
2025
Q4 		$298K Sell
11,353
-440
-4% -$11.5K 0.01% 284
2025
Q3 		$303K Sell
11,793
-547
-4% -$13.5K 0.01% 263
2025
Q2 		$294K Sell
12,340
-5
-0% -$110 0.01% 260
2025
Q1 		$266K Buy
12,345
+311
+3% +$7.08K 0.01% 269
2024
Q4 		$273K Buy
12,034
+1,999
+20% +$45.7K 0.01% 265
2024
Q3 		$223K Hold
10,035
– – 0.01% 279
2024
Q2 		$211K Buy
10,035
+6
+0.1% +$122 0.01% 248
2024
Q1 		$204K Buy
+10,029
New +$194K 0.01% 242

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 $564B 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 $1.72B AUM 13.51% 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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return