BHWM
SCHB icon

Beaird Harris Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Beaird Harris Wealth Management’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
Q2 		$21.7K Hold
750
– – ﹤0.01% 331
2026
Q1 		$18.8K Hold
750
– – ﹤0.01% 318
2025
Q4 		$19.7K Hold
750
– – ﹤0.01% 341
2025
Q3 		$19.3K Hold
750
– – ﹤0.01% 335
2025
Q2 		$17.9K Hold
750
– – ﹤0.01% 341
2025
Q1 		$16.1K Hold
750
– – ﹤0.01% 323
2024
Q4 		$17K Sell
750
-174
-19% -$3.97K ﹤0.01% 319
2024
Q3 		$20.5K Hold
924
– – ﹤0.01% 292
2024
Q2 		$19.4K Hold
924
– – ﹤0.01% 303
2024
Q1 		$18.8K Hold
924
– – ﹤0.01% 284
2023
Q4 		$17.1K Hold
924
– – ﹤0.01% 278
2023
Q3 		$15.4K Buy
924
+750
+431% +$13K ﹤0.01% 246
2023
Q2 		$3K Hold
174
– – ﹤0.01% 351
2023
Q1 		$2.78K Hold
174
– – ﹤0.01% 357
2022
Q4 		$2.6K Hold
174
– – ﹤0.01% 533
2022
Q3 		$2K Buy
174
+66
+61% +$1.03K ﹤0.01% 411
2022
Q2 		$2K Sell
108
-66
-38% -$1.06K ﹤0.01% 349
2022
Q1 		$3K Hold
174
– – ﹤0.01% 499
2021
Q4 		$3K Buy
+174
New +$3.2K ﹤0.01% 544

Other funds holding SCHB

HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WC
Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return
SI
Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return