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Barrett & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Barrett & 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
2026
Q1 		$1.02M Buy
40,662
+38
+0.1% +$997 0.35% 48
2025
Q4 		$1.07M Buy
40,624
+43
+0.1% +$1.12K 0.36% 44
2025
Q3 		$1.04M Sell
40,581
-961
-2% -$23.8K 0.36% 45
2025
Q2 		$990K Buy
41,542
+40
+0.1% +$881 0.37% 46
2025
Q1 		$894K Buy
41,502
+41
+0.1% +$933 0.38% 45
2024
Q4 		$941K Buy
41,461
+46
+0.1% +$1.05K 0.4% 43
2024
Q3 		$918K Buy
41,415
+114
+0.3% +$2.43K 0.4% 45
2024
Q2 		$866K Hold
41,301
– – 0.39% 49
2024
Q1 		$840K Buy
41,301
+66
+0.2% +$1.28K 0.4% 46
2023
Q4 		$765K Buy
41,235
+90
+0.2% +$1.55K 0.41% 50
2023
Q3 		$684K Sell
41,145
-1,089
-3% -$18.8K 0.4% 53
2023
Q2 		$728K Buy
42,234
+81
+0.2% +$1.32K 0.42% 50
2023
Q1 		$672K Buy
42,153
+81
+0.2% +$1.27K 0.43% 51
2022
Q4 		$628K Hold
42,072
– – 0.42% 54
2022
Q3 		$628K Buy
+42,072
New +$654K 0.42% 54

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Betterment LLC
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R
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SCM
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UBS AM
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HighTower Advisors
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return