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BIP Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

BIP Wealth’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 		$674K Buy
26,855
+1,427
+6% +$37.4K 0.03% 248
2025
Q4 		$667K Buy
25,428
+11,764
+86% +$306K 0.02% 260
2025
Q3 		$351K Buy
13,664
+3
+0% +$74 0.02% 217
2025
Q2 		$326K Buy
13,661
+2
+0% +$44 0.02% 193
2025
Q1 		$294K Buy
13,659
+862
+7% +$19.6K 0.02% 209
2024
Q4 		$290K Buy
12,797
+2
+0% +$46 0.02% 209
2024
Q3 		$284K Buy
12,795
+60
+0.5% +$1.28K 0.02% 188
2024
Q2 		$267K Sell
12,735
-258
-2% -$5.23K 0.02% 161
2024
Q1 		$264K Buy
12,993
+294
+2% +$5.69K 0.02% 175
2023
Q4 		$236K Buy
12,699
+198
+2% +$3.42K 0.02% 175
2023
Q3 		$208K Buy
+12,501
New +$216K 0.02% 168

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