Bedel Financial Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Bedel Financial Consulting’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	$900K	Buy	35,869 +42	+0.1%	+$1.1K	0.1%	114
2025 Q4	$940K	Buy	35,827 +46	+0.1%	+$1.2K	0.1%	107
2025 Q3	$920K	Buy	35,781 +43	+0.1%	+$1.06K	0.12%	104
2025 Q2	$852K	Buy	35,738 +44	+0.1%	+$969	0.12%	103
2025 Q1	$769K	Buy	35,694 +45	+0.1%	+$1.02K	0.11%	106
2024 Q4	$837K	Buy	35,649 +27	+0.1%	+$617	0.12%	100
2024 Q3	$790K	Buy	35,622 +93	+0.3%	+$1.99K	0.11%	100
2024 Q2	$745K	Hold	35,529	–	–	0.11%	98
2024 Q1	$723K	Buy	35,529 +42	+0.1%	+$813	0.11%	95
2023 Q4	$658K	Buy	35,487 +63	+0.2%	+$1.09K	0.12%	104
2023 Q3	$589K	Buy	35,424 +54	+0.2%	+$935	0.12%	104
2023 Q2	$610K	Buy	35,370 +7,893	+29%	+$129K	0.13%	100
2023 Q1	$438K	Sell	27,477 -7,809	-22%	-$122K	0.11%	124
2022 Q4	$527K	Buy	35,286 +63	+0.2%	+$947	0.13%	102
2022 Q3	$524K	Sell	35,223 -855	-2%	-$13.3K	0.14%	101
2022 Q2	$531K	Buy	36,078 +57	+0.2%	+$915	0.16%	90
2022 Q1	$641K	Sell	36,021 -555	-2%	-$9.74K	0.2%	68
2021 Q4	$689K	Buy	36,576 +648	+2%	+$11.9K	0.21%	66
2021 Q3	$622K	Buy	35,928 +390	+1%	+$6.94K	0.21%	70
2021 Q2	$618K	Buy	35,538 +648	+2%	+$11K	0.22%	69
2021 Q1	$562K	Buy	34,890 +2,946	+9%	+$46.4K	0.22%	73
2020 Q4	$484K	Sell	31,944 -720	-2%	-$10.3K	0.21%	70
2020 Q3	$434K	Buy	32,664 +414	+1%	+$5.44K	0.22%	67
2020 Q2	$395K	Sell	32,250 -1,476	-4%	-$17K	0.21%	70
2020 Q1	$340K	Sell	33,726 -1,776	-5%	-$21.5K	0.22%	76
2019 Q4	$455K	Buy	35,502 +1,386	+4%	+$17K	0.26%	69
2019 Q3	$404K	Sell	34,116 -3,672	-10%	-$43.4K	0.24%	78
2019 Q2	$444K	Hold	37,788	–	–	0.27%	74
2019 Q1	$429K	Buy	37,788 +30	+0.1%	+$328	0.27%	72
2018 Q4	$377K	Sell	37,758 -372	-1%	-$4.02K	0.27%	74
2018 Q3	$429K	Buy	38,130 +13,842	+57%	+$160K	0.29%	76
2018 Q2	$267K	Hold	24,288	–	–	0.2%	114
2018 Q1	$258K	Sell	24,288 -3,366	-12%	-$37K	0.2%	115
2017 Q4	$297K	Buy	+27,654	New	+$290K	0.27%	90

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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