BWM
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Benchmark Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Benchmark 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
2025
Q2 		$4.7M Sell
197,131
-43
-0% -$947 2.09% 13
2025
Q1 		$4.25M Sell
197,174
-2,485
-1% -$56.5K 2.05% 14
2024
Q4 		$4.53M Buy
199,659
+16,233
+9% +$371K 2.23% 13
2024
Q3 		$4.07M Buy
183,426
+9,939
+6% +$212K 2.01% 14
2024
Q2 		$3.64M Buy
173,487
+414
+0.2% +$8.39K 1.94% 14
2024
Q1 		$3.52M Buy
173,073
+15,114
+10% +$292K 1.92% 14
2023
Q4 		$2.93M Buy
157,959
+18,342
+13% +$317K 1.73% 14
2023
Q3 		$2.32M Buy
139,617
+1,209
+0.9% +$20.9K 1.48% 16
2023
Q2 		$2.39M Hold
138,408
– – 1.44% 16
2023
Q1 		$2.22M Buy
138,408
+3
+0% +$47 1.41% 17
2022
Q4 		$2.07M Buy
138,405
+30,135
+28% +$453K 1.49% 13
2022
Q3 		$1.51M Hold
108,270
– – 1.19% 14
2022
Q2 		$1.59M Hold
108,270
– – 1.17% 14
2022
Q1 		$1.93M Buy
108,270
+2,292
+2% +$40.2K 1.3% 12
2021
Q4 		$2M Buy
105,978
+2,706
+3% +$49.8K 1.29% 12
2021
Q3 		$1.79M Hold
103,272
– – 1.26% 12
2021
Q2 		$1.79M Hold
103,272
– – 1.23% 12
2021
Q1 		$1.67M Hold
103,272
– – 1.24% 12
2020
Q4 		$1.57M Hold
103,272
– – 1.19% 12
2020
Q3 		$1.37M Hold
103,272
– – 1.08% 12
2020
Q2 		$1.26M Hold
103,272
– – 1.08% 12
2020
Q1 		$1.04M Hold
103,272
– – 1.04% 12
2019
Q4 		$1.32M Buy
+103,272
New +$1.27M 1.14% 12

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Benchmark Wealth Management's SCHB Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2025, selling an estimated $947 and leaving 197,131 shares worth $4.7M. The position accounts for 2.09% of the portfolio, ranked #13.

Benchmark Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 23 quarters since. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Benchmark Wealth Management held 197,131 shares of Schwab US Broad Market ETF worth $4.7M as of Q2 2025.
  • Benchmark Wealth Management sold 43 Schwab US Broad Market ETF shares in Q2 2025, an estimated $947.
  • Schwab US Broad Market ETF made up 2.09% of Benchmark Wealth Management's portfolio in Q2 2025, its #13 holding.
  • Benchmark Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.